CanadaFAQTest

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Canada Specific FAQ's

Asset Disposition Analysis – An Excel Spreadsheet to help you identify the payout and likely tax consequences for the sale of an asset at any given time in the future.

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Average Tax Rates – How do I use the average tax rates in PlanPlus Planit?

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Benchmark Indices - What are the benchmark indices used in the PlanPlus Planit?

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CPP Eligibility – How do I estimate eligibility for Canada Pension Plan Benefits?

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Defined Benefit Pension Plans – How do I enter Defined Benefit Pensions into the PlanPlus Planit?

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Defined Benefit Pension Calculator – An Excel Spreadsheet to help you estimate your client’s Defined Benefit Pension Plan Payout.

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Tax Free Savings Account – How do I enter in a Tax Free Savings Account into PlanPlus Planit?

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Planning

Auto Model – How Does the Auto Modeling Process Work in the PlanPlus Planit?

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Business, Cottage or Farm Sale – How do I identify the Percent Taxable on the Sale of a Business, Cottage or Farm?

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Case Consultation – How do I get a Case Consultation with a experienced PlanPlus technician?

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Case Study on Income Fluctuations - How Do I Deal with a Client, Such as a Business Owner Who Has a Fluctuating Income?

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Inflation Assumption – What is the impact of changing the default inflation rate?

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Life Goals Calculations – How does the comprehensive Life goals Analysis work?

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Long Term Capital Analysis - Helps you understand how the PlanPlus Planit identifies your client's lifetime inflows, outflows and their surplus or shortfall over their lifetime.

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Model As Options – How do I user the various “Model As” Options when adding a pension or Other Revenue?

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Planning Results – Why do I get different results from two different financial planning tools?

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Present Value of a Pension – How to Identify the Present Value of a Pension?

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Rates of Return – Where do the projected rates of return come from in the PlanPlus Planit?

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NEWRental Property Disposition – How does Planit deal with rental property?

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Savings Required to Eliminate Shortfalls – How do I use the Estimate of Savings that’s identified in the Life Goals Analysis and also how accurate is it?

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The "Sweep" Within the Web Advisor – What is the “Sweep” in the PlanPlus Planit and how Does it Work?

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Whole Life and Universal Insurance – How do I enter Whole Life or Universal Insurance into the PlanPlus Planit?

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Data Entry Screens

Asset Allocation – How do you do asset allocation in PlanPlus Planit?

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NEWAssets and Liabilities - I am searching for a specific product code and can’t find it. What can I do?

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Detailed Cash Flow - How do I use the detailed Cash Flow in the PlanPlus Planit?

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Detailed Asset Entry – How do I enter detailed assets?

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Risk Profile Options – How valid is the core risk profiling and why is the Finametrica system better?

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Risk Profile Using Finametrica - How do I use Finametrica in the PlanPlus Planit?

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Documents

Document Choices – Which document is right for me to achieve my objective?

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Document Generation – Where do I go to generate documents for my clients?

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Safety Deposit Box – What is the Safety Deposit Box?

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Word Document Editing Features – How do I edit and troubleshoot the PlanPlus Planit Word Documents?

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Data Integration

Dataphile Integration - How do I upload my client data using Dataphile?

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RPM Integration - How do I upload my client data using RPM?

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Holding Company Integration – Helps you understand how holding companies integrated into PlanPlus Planit will affect the Investment Policy Statement and the Long-Term Life Planning.

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Univeris Integration for a Corporate User – How to Import client data from a Back Office within a corporate edition of the PlanPlus Planit?

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Univeris Integration for an Individual User – How do I upload my data from my back office system?

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Pershing Integration - How do I do a Pershing integration of my clients?

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Croesus Integration - How do I import client data from Croesus?

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Calculators

Retirement Income Calculator – What is the Retirement Income Calculator?

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Retirement Goal Calculator Report - This helps you understand the results you may find in the Retirement Goal Calculator Report.

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Administration

Change your Password – How do I change my password?

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Event Log Browser – How do I run statistics of my usage within the PlanPlus Planit?

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User Profile – How do I change my user profile?

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Release Notes

5.1 Release Notes – What are the new features and enhancements to the new version?

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5.2 Release Notes - What are the new features and enhancements to the new version?

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5.3 Release Notes - What are the new features and enhancements to the new version?

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