The 4-Step Scenario Planning Process (with Examples)
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The 4-Step Scenario Planning Process (with Examples)
In this blog, we outline and explain each of the four steps in the scenario planning process, as well as some relevant examples.
Feb 11, 2021
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Top videos
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CLIENT CASE SCENARIO Correcting misinformation from SSA The Problem: 🤔 #SocialSecurity kept telling me what I believed to be incorrect information, which could have cost my client nearly $10,000/yr to #taxes. Key Facts: 📍 A client couple (M-62, and F-58) cares for their #disabled adult son (M-28). 📍 The wife earns $54,000/yr in tax-free #CaregiverCompensation 📍 We were planning their Social Security strategy, including the impact of #DAC and the Family Maximum Benefit (FMB) 📍 At Full #Retir
3:46
CLIENT CASE SCENARIO Correcting misinformation from SSA The Problem: 🤔 #SocialSecurity kept telling me what I believed to be incorrect information, which could have cost my client nearly $10,000/yr to #taxes. Key Facts: 📍 A client couple (M-62, and F-58) cares for their #disabled adult son (M-28). 📍 The wife earns $54,000/yr in tax-free #CaregiverCompensation 📍 We were planning their Social Security strategy, including the impact of #DAC and the Family Maximum Benefit (FMB) 📍 At Full #Retir
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talentlms.com
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