Set Value Analysis: Pre-Tax or After-Tax Option

You can now choose to set your estate goal as either pre-tax or after-tax. Optiml will adjust your plan accordingly to help you reach your target in the most efficient way, based on how you think about your future legacy.

July 2, 2025

Run Insights in the Background

You can now run Success Score and CPP/OAS Optimizer analyses without staying on the page. Once started, the analysis will continue running in the background. A checkmark icon will appear in the sidebar to let you know when results are ready.

July 2, 2025