Reviews written by sherwin
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Outstanding.
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VERY informative.
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Excellent. I particularly liked the give and take "coaching session" between Messrs. Carter and Gluck
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Excellent....................and practical.
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Much useful information in a relatively compact amount of time. Thank you.
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Very informative. Thank you. Will visit website for subscription information.
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Excellent. Bob Keebler is a great resource.
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Great!
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Excellent.
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Webinars
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Very informative. Thank you.
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Financial Planning
sherwin
February 05, 2010
Overall rating
3.6
Company
4.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Comprehensive, but high learning curve and documents that require editing for desired presentation.
Purchase only if you have the time and discipline to learn the program before using it in your practice; it's not a program that can (or that should) be used...
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Great.
