Ultimate Guide to Engage

Ultimate Guide to Engage

Engage Course Overview 

What is this about?

This session will focus on using XPLAN’s scenario based, quick projection calculators, XTOOLS and Engage, for a couple in accumulation phase. You will become familiar with the design and function of these, and become competent in the use of them. There are alternative workshops for learning about XTOOLS+, which is XPLAN’s full cashflow strategy modeling tool.

Engage allows advisers to provide a single-issue or episodic member advice in a timely and efficient manner. These Engage tools are designed to be interactive with clients.

 

Fundamentals of Engage 

  • There is no content for Engage at the Fundamentals Level.

 

Fundamentals Engage Test

 To access the training assessment click on the following link here

 

Master Engage

 

Master Engage Test

To access the training assessment click on the following link here


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