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Recent Posts

🤓 Xplan Hint: Risk Researcher Merge Syntax
Did you know that we just launched a full Risk Researcher Merge Syntax library directly within Risk Researcher itself under Scenarios > Tools > Merge Syntax. We wanted to reduce the time you spent switching between tools or referencing external documentation to build templates. You can now find, copy, and run scenario…
🤓 Xplan Hint: Using Life Risk Statistics in Advice Documents
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
🤓 Xplan Hint: Using Life Risk Statistics in Advice Documents
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
All your Risk Researcher questions, answered
Iress product manager Brent Muller recently jumped onto Advisely to answer all your burning questions on Xplan Risk Researcher. Here are three of the most interesting conversations that came out of his AMA: Q: How do you best incorporate Xplan's fully interactive risk insurance comparator system in an advice process, and…

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