Is the retirement planning checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Retirement planning checklist with every task dated from the day you start

Income need, CPF and existing assets, the gap, the plan: one client's retirement case.

4 sections
24 tasks
Opens as a list
Dated from day 1

Retirement case: [client]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Discovery

Discovery meetingDay 3, 10:00
- When do they want to stop working, and what does a month cost then?
- What do they expect from CPF, property, family?
- Who else depends on them at that point?
Ask for the CPF statement, existing policies and investment statementsDay 3

Analysis

Build the retirement pictureDay 7High
- Monthly income needed at retirement, inflated
- CPF LIFE payout estimate and any top-up options
- Existing plans: what they pay out and when
- Property and other assets
- The gap, in monthly income
Options to close the gap, with illustrationsDay 9
Check the recommendation against their risk profile and affordabilityDay 10

Recommendation

Recommendation meetingDay 12, 10:00High
- The picture: need, have, gap
- The options, from cheapest to most complete
- What each costs now and pays later
- Agree the decision or the thinking time
Send the summary and illustrationsDay 13
Decision callDay 19

Implementation

Application and documentsDay 21
Submission and underwritingDay 22
Policy delivery and the plan on one pageDay 41
Review the planEvery yearRetirement plans drift; check the numbers yearly.

About this template

A retirement case is a different meeting from a protection case. The numbers take longer, the client has more questions, and the recommendation has to be shown over decades. This project walks it through in four meetings.

Tips from the template

Name the project after the client.
Get the CPF statement before the second meeting; nothing works without it.
Show the plan as monthly income at retirement. A lump sum means little to anyone.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Retirement planning case and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

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Questions

Run it with the dates filled in.

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