January Re-cap

14 Feb 2020

Want to know what’s new?

It can be hard to keep track of the latest and greatest news from RightCapital, so here is our latest monthly blog post to help keep you informed of updates to content, tools, and more.

Product Improvements

January was a busy month of improving your RightCapital experience! Navigate to updates.rightcapital.com to read more about:

🌊 Cash Flow Updates

🥅 Net Unrealized Appreciation (NUA)

💵 New Loan Types

🏦 Updated 401(a) Savings

🤸‍♀️ Group Life Insurance Flexibility

New webinars

Check out some of our recent webinars! Make sure you keep an eye out for upcoming webinars with partners and guest speakers during our Grow Your Business Webinar series. Plus, we have a new webinar series Presenting Your First Plan hosted every Thursday at 2:00pm EST. And don't forget about our Creating Your First Plan webinar moving to Tuesdays at 2:00 pm EST!

New Enhanced Life Insurance Module + Q&A
Glide Path Overview + Q&A
Grow Your Business with Tax Smart Savings Strategies (CFP CE)
Exciting Financial Planning Opportunities with the SECURE Act (CFP CE)
Annuities and Lifetime Income Strategies + Q&A
Win Clients with a Tax Efficient Distribution Strategy (CFP CE)
Grow Your Business with the RightCapital Leads Program
Creating Multiple Proposed Plans + Q&A
In Case You Missed It: Recent Product Updates + Q&A

Interested in learning more about RightCapital? Schedule a demo today to get your 14 day free trial!