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PEM Tank Sliders Explained

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The PEM presentation has many animations that can help your client understand how finances work in Retirement. This article and following video will help you utilize the invisible sliders that control the animations for the two investment tanks in the PEM.

Discussed in the video:

  • non-taxable asset slider
  • taxable asset slider
  • taxable portion slider
  • Collateral Capacity loan slider
 
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