Edge Planner: The Complete A–Z Reference Guide
Whether you’re new to the A-Think Lab ecosystem or looking to get more out of your current tools, this guide serves as your complete A–Z reference to everything available on the platform. It’s designed to help you navigate, understand, and fully maximise the potential of each feature—whether you're an advisor, agency leader, or part of the support team.
🔍 Platform Overview & Directions
Edge Smart Advisory Platform (www.investview.com)
– Your all-in-one planning tool that simulates retirement goals, income strategies, protection gaps, and more.
1.1 - Lifestyle Buttons Guide - The Edge – Button Guide for Lifestyle Planning Summary Page — A-Think Lab
1.2 - Retirement Tab Guide - The Edge – Guide for Retirement Planning Summary Page — A-Think Lab
1.3 - Lifestyle Planning Tab Ideas - Edge - Using Lifestyle Planning to Unlock Business Opportunities — A-Think Lab
& Lifestyle Scenarios to Drive Better Conversations and Close More Gaps — A-Think Lab
1.4 - Retirement Planning Tab Ideas - Using Retirement Chart to Boost Conviction - MyWealthBoard — A-Think Lab
1.5 - Checklist Referral Ideas - Quick Sales Tips from the Edge Platform Checklist — A-Think Lab
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Script
2.1 - Lifestyle Planning - Sample Appointment Flow Using Edge Planner - Lifestyle Planning (Existing Client) — A-Think Lab & Opening the Conversation: How Consultants Can Confidently Introduce Edge in Appointments — A-Think Lab
2.2 - Goals & Retirement Planning - Sales Strategies Using Custom Inflation Rates in Goal and Scenario Planning — A-Think Lab
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Investment
3.1 - Fund Library - Selling Equity Funds with Confidence: Try This Roleplay Flow Idea — A-Think Lab
3.2 - Using Custom Stress Test - Mastering Market Stress Tests: Turning Uncertainty into a Selling Edge — A-Think Lab
3.3 - Dividend Breakeven Method - 5x Investment Return Strategy - Dividend — A-Think Lab
3.4 - Single Premium to Regular Premium - Turning Single Premium Preferences into Big Regular Premium Wins (ILP) — A-Think Lab
