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Welcome to ExecPlan. This tutorial is a step-by-step guide of the entered Demoplan that is included with ExecPlan. For those operating ExecPlan in trial mode, you may generate reports, graphics and schedules as long as you do not alter the client’s name or income. This sample case will review retirement, premature death and disability of both client and spouse. In addition you will be able to review estate planning options, education funding objectives, and income tax planning strategies. Please use your Page Up and Page Down keys to move through this presentation. This is a basic case and reviews the most commonly used fields in ExecPlan. However this is just a fraction of the potential modeling capabilities of this software. We will be beginning to post at our website www.execplan.com a library of specific functions that are not illustrated in this presentation.
when generating an entire plan is not necessary. These programs are basic an easy to understand, and therefore will not be reviewed in this tutorial.
Note, ExecPlan has pre-saved some samples for each set
Once you click open, this screen will appear.
ExecPlan will automatically list and import all sets that were previously exported.
However, you may remove sets by highlighting a set, and then clicking the delete button.
We look forward to working with you in future. Your input is greatly appreciated, and we hope you do not hesitate in expressing your ideas on how to enhance ExecPlan. Many of the changes and improvements that have been added to version 5.0, were the result of feedback from you, our valued clients.