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UBS · consulting-deck

modern retirement monthly report en

54 pages · 4 arc beats · 2 loops

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modern retirement monthly report en

UBS
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
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100% 1/1 slides 100% 1/1 slides Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides 100% 1/1 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
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Competition 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
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Slide inventory

54
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
front_matter
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03
summarize
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04
The slide uses a Heart-Mind-Wallet framework to guide client discovery.present_framework
Open slide detailLoop · Golden Circle
05
The framework is explicitly named 'Liquidity. Longevity. Legacy.' and is a proprietary UBS wealth management approach.present_framework
Open slide detailLoop · Golden Circle
06
The slide uses a stacked bar chart to show total wealth growth over time, overlaid with donut charts representing asset allocation at specific life stages.present_framework
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07
The slide uses a circular process diagram to categorize financial planning activities by season.present_framework
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08
transition
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09
Uses an icon-based bar chart to illustrate the growth of savings vs portfolio returns.quantify_impact
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10
The slide uses a hub-and-spoke diagram to categorize financial assets by tax treatment.present_framework
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11
Includes specific IRS-defined contribution limits and phase-out thresholds for 2024.summarize
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12
Includes footnotes regarding age/blindness adjustments and net investment income tax (NIIT).present_framework
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13
The slide uses a waterfall diagram to represent a sequential savings strategy.present_framework
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14
The slide uses a comparison matrix structure to contrast two financial products.compare_options
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15
The chart illustrates the inverse relationship between human capital (declining with age) and financial capital (increasing with age).frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
16
present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
front_matter
Open slide detailLoop · Cost Of Inaction
18
present_solution
Open slide detailLoop · Cost Of Inaction
19
The slide uses a simple mapping/flow diagram to connect two categories of financial planning to their respective assessment questions.diagnose
Open slide detailLoop · Cost Of Inaction
20
The chart uses a dual-axis representation: bar chart for drawdown percentage and a line/scatter plot for recovery time in years.quantify_impact
Open slide detailLoop · Cost Of Inaction
21
recommend
Open slide detailLoop · Cost Of Inaction
22
The slide uses two distinct chart types to illustrate that inflation is not uniform and that retirement spending is dynamic.analyze_data
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23
The chart illustrates longevity risk for retirement planning.establish_context
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24
The table highlights the 'Moderately Aggressive' column and the '40 years' row, with a specific example calculation provided below the table.analyze_data
Open slide detailBeat · Market Size
25
Includes a specific example calculation for a $10M portfolio over 40 years.analyze_data
Open slide detailBeat · Market Size
26
Includes a table of benefit percentages by age, an earnings test impact summary, and a breakeven age heatmap.present_framework
Open slide detailBeat · Competition
27
The chart shows the percentage increase or decrease in benefits relative to full retirement age (FRA) for a retiree and spouse born in 1960.recommend
Open slide detailBeat · Competition
28
The slide uses a step chart to illustrate marginal tax brackets and a curve for effective tax rates.present_solution
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29
summarize
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30
present_solution
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31
front_matter
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32
The slide uses a custom 'spending waterfall' framework to prioritize asset liquidation based on tax efficiency.present_framework
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33
Includes detailed footnotes regarding IRS tables and specific retirement plan exceptions.establish_context
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34
The slide uses a pyramid framework to categorize retirement spending into three tiers.present_framework
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35
The table shows that increasing annuity allocation consistently improves annual spending potential across all probability-of-success tiers.quantify_impact
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36
The slide uses three distinct charts to explain the nuances of COLA for retirees.summarize
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37
compare_options
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38
The chart shows a clear downward trend in probability as the cost threshold increases, with a significant gap between couples and individuals.quantify_impact
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39
front_matter
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40
Includes detailed footnotes regarding IRS notices and exceptions to the 10-year rule.summarize
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41
compare_options
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42
The chart illustrates the 'sunset' provision of current tax law, where exemptions are expected to revert to lower levels.quantify_impact
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43
The slide uses a vertical arrow to represent a spectrum between Longevity and Legacy.compare_options
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44
The slide uses a vertical arrow to represent a spectrum of tax burden, ranking assets from 1 (lowest tax burden) to 6 (highest tax burden).compare_options
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45
appendix
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46
Includes footnotes regarding standard deduction adjustments for age/blindness and net investment income tax (NIIT) details.summarize
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47
The slide provides specific financial thresholds for US tax planning in 2024.summarize
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48
The slide uses a chevron-based timeline to categorize legislative changes by effective date.present_framework
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49
The slide uses a seasonal metaphor for financial planning tasks.plan_implementation
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50
present_solution
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51
The slide uses a seasonal metaphor for financial planning stages.present_solution
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52
The slide uses a seasonal theme to organize financial planning tasks.present_solution
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53
other
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54
other
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