Creating a Client Scenario

Building the Scenario

Client and Deal Links

Choose the context before the scenario is created. A Client scenario stores the client household link; a Prospect scenario stores the pipeline deal link. The linked scenario then appears on the applicable client or deal surface. The current builder does not provide a later Attach to Client or Attach to Deal menu.

Iterating on a Scenario

Scenarios auto-save edits. Click Calculate after changing an input to update the results. Use History to inspect and restore earlier configurations, or use Duplicate from the scenario-list action menu when you want a separate scenario.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.