Question 1

Version 1.70

Accepted Answer

Added option to import annuity illustrations
Added option to illustrate rollovers
Added Portfolio Analyzer to allow a user to demonstrate the impact the (1) growth rate and (2) fees have on the investment portfolio
Removed need to indicate whether the client(s) are blind for tax deduction purposes
Moved 'Market Returns' options from the 'Financial Summary' to the 'Profile Info' screen
Information pop-ups on 'Profile Info' screen changed to pop up only when you mouse over a cell
"Help" will now take you to resources available here on the BluMountain Analytix website

Question 2

Can my subscription to 401k Calculator App be used on more than one device?

Accepted Answer

Yes!  Your subscription to the 401k Calculator App should allow you to use your computer, tablet or phone to run scenarios and save them.  As you save a scenario on your account it should be available to you on all devices you use.

Question 3

Are you interested in a free trial of one of our products?

Accepted Answer

Yes

Question 4

Can I transfer data from an older version to a newer version of the Retirement Investment Model?

Accepted Answer

Yes.  You are able to easily transfer the profile infomation from an older version of the Retirement Investment Model.  Follow the steps below to transfer the data to a newer version or you can view the video included at the bottom.
 
 Open the older version of the file.  This file should include the client profile information you are looking to move to the newer version of the file.
 
Go to the 'Client Profile' screen and click on the 'Copy Profile Data' button on the right side of the screen.  
Now open the newer version of the file and go to the 'Client Profile' screen. 
All of the inputs should empty.  If they are not you will need to click on the "Clear Profile Info" button to clear the data.
 
Your input cells should be empty now so click on the 'Paste in Profile Data' button to complete the transfer of the data from the older version to the newer version.
 
#RetirementInvestmentModel

Question 5

How do I download the most recent version of my purchase(s)?

Accepted Answer

First you will need to log in to your account.  If you have not yet set up an account you will need to do this first. 
 
Once you have logged into the web site you should be able select 'Download' from the menu above and then select the product you have purchased.

At this point you should be able to select the 'Download' button to download the most recent version of the product.

You can also click the link below which will take you to the page where you can download the file.

https://www.blumountainanalytix.com/download-401k-calculator

Question 6

Can my subscription to the 401k Financial Calculator be used on more than one computer? (copy)

Accepted Answer

Yes!  To enable your subscription on another computer you will need to provide us with the licensing information for your additional computer.  To do this merely open the Excel model on the new computer.  Because it isn't yet licensed it will not work.  Follow the below steps:

1) Click the 'Refresh Licensing' button on the 'Landing Page' worksheet.  This will copy the licensing information.

2) Submit the licensing to us via chat in the bottom right of our website.  Because it was copied in the previous step you should be able to paste the information into the chat.

3) We will receive this information and respond to you when the licensing is complete and ready for use.

Question 7

I have downloaded the product, but it says the 'Licensing is Invalid'.

Accepted Answer

Additional information for licensing is required to activate the '401k Financial Calculator'.  
 
Follow these steps: 
Log into the Blu Mountain Analytix website.
Download and open the file at the link below.  
Be sure to 'Enable Macros' when you open the file.  
Click the 'Copy Licensing Info' button.
Provide the licensing information to Blu Mountain Analytix by pasting the licensing information into the chat in the bottom right of the website.
We will notify you when your purchase is available for use.
 
Download: 401k Financial Calculator

Question 8

I recently purchased and downloaded a product and it isn't working?

Accepted Answer

When you purchase one of our products you also need to complete the licensing process to enable the file. To complete the licensing you will need to follow these steps:
Click on this LINK, which will download an Excel file.
Be sure to 'Enable Macros' when the file is opening.
Click the button, which will populate the yellow cell with the licensing information that is required.
Click the copy button.
Go to the Blu Mountain Analytix website and click on 'Let's Chat' in the bottom right of the page.
Now paste the information, which you have copied from the Excel file, into the chat and submit it.
Once you submit the licensing information we will process it as soon as possible.  Once the licensing is enabled we will inform you.

Question 9

How can I cancel my subscription?

Accepted Answer

To cancel your subscription, please log in to your account and navigate to the subscription settings. You should find an option to cancel your subscription there. If you encounter any difficulties, you can reach out to our customer support for assistance.

Question 10

How do I include an IUL or annuity illustration?

Accepted Answer

Before you are able to copy the illustration into the model you will need to be sure you have Adobe software installed on your computer so you can open the PDF.  If you do not open the PDF in Adobe software it will not paste into the spreadsheet correctly.  The link below is to Adobe Acrobat Reader, which is available for free.
Adobe Acrobat Reader
Once you are able to open the PDF of the illustration in Adobe software you will need to complete the following steps:
Select the 'Other Navigation' button and then select the appropriate illustration option.  There are four illustration options wherein you can include illustrations for your client.  Only one iullstration option is available for the spouse of the client.  The difference between these two is due to the potential of age difference between the client and their spouse.
Select an 'Illustration Type' in the small yellow cell in the upper left.  This will determine which partner and illustration type you plan to include in the model.
For Allianz IUL illustrations and Allianz and Americo Annuity illustrations watch the following video.
Now click in the upper left corner of the large yellow cell.
Now go to Adobe to the illustration PDF.  Highlight and copy the details of the illustration.
Go back to the 'Retirement Investment Model' and paste the data into the upper left most cell in the large yellow section.
The data may appear to be all together.  If this is the case you can select the 'Format Pasted Data' button, which will properly format the data into the appropriate columns.
You will probably also want to make Adobe Reader the default application for opening a '.pdf".  To make it the default click on this LINK and follow the instructions.
 
#RetirementInvestmentModel #401kCalculator

Question 11

How do I create an account?

Accepted Answer

The following steps should allow you to create an account on the Blu Mountain Analytix website.
 
Select 'Log In' in the upper right hand corner.
Now click 'Sign Up' at the top of the form.
Input your name, email, cell phone, company and password and then click 'Sign Up'.
An email will be sent and you will need to open the email and confirm the creation of the account to complete the account set up.

Release Notes