Getting Started

• ★ How to Build a Scenario
• ★ Comparing two Scenarios Walk-through
• Retirement Ready or Not to Spending Game
• PDF Illustration - Copy and Paste Spending Game
• Transitioning from SGv3

Scenarios

• Reverse Mortgage into Spending Game (3 different scenarios: loan payoff, loan payoff with income, HECM with income)
• Roth Conversion
• Reallocating to a Property Account as Capital Investment
• Cloning Scenarios
• How to Import a recent Windows Legacy Spending Game File & a NextGen Spending Game File
• Importing Older Windows Legacy Spending Game files (SGC and SG8 files)

Accounts

• Spending Game- Credit Card Account Type Summary
• Spending Game- Loan Account Type Summary
• Spending Game - Term Insurance Account Type Summary
• Overview of Accounts
• Annuity Account Summary
• Note Account Summary

See all 13 articles

Cash Flows

• Overview of Cash Flows
• Manual Cash Flow Reconciliation
• 2 Ways to Withdrawal Cash from PLI

Visualizations

• Overview of Visualizations

Reports

• Overview of Reports

System Settings

• Overview of System Settings

Miscellaneous

• Spending Game- Cash out refinance of a loan
• Spending Game - Selling a Business
• Copy and Paste PLI Information From Excel File