Income Plan One Sheet

The Income Plan One Sheet Report is a basic report that can be run on plans of any status other than Rejected. It contains:

• Client names and ages
• Any plan notes that have been entered and saved
• Hypothetical Illustration

The Hypothetical Illustration is a data table that also appears in the Proposal, Approved Plan, and Retirement Readiness Reports. Depending on the length of the plan, the report may continue on additional pages. It contains:

1. Monthly Net Income from Income Floors and Investment Income (segment investment liquidation), annually and in total
2. Segment Growth ROR, Distribution ROR, Tax Rate, and Starting Value
3. Segment year-end balances by plan year for both growth phase and distribution phase (drawdown years highlighted in green)
4. Total plan balance by year