Presentation Mode Guide

The results scroll vertically inside the presentation dialog. There are no slide arrows or panel dots.

Exiting Presentation Mode

Press Escape or click Close in the top-right corner to return to the standard scenario builder.

Tips for Screen Sharing

Adjust your display resolution. If charts look small when screen-sharing, try reducing your display resolution before the call. Presentation Mode scales to fill the window, so a lower resolution means larger text and charts for the viewer.

Use a second monitor. If available, put Presentation Mode on the shared screen and keep your notes or the client's profile on your primary screen. This lets you reference client data while presenting without switching views.

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.