플랜플러스 전문가용 - 차원이 다른 재무설계

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About this app

Do you want to provide the right financial planning service to your customers?
Plan Plus will find the answer.

Plan Plus Professional Edition can be used with smartphone app, tablet app, and PC.

[Plan Plus Smartphone App] can be used only by registering as a free member.

You can use the smartphone app to view all of my insurance, simple insurance analysis, integrated pension portal inquiry, consultation log, consultation calendar, map search, mobile wealth management card, wealth management contents, shopping mall, etc. services for free.

To use all the services of Plan Plus, including basic insurance analysis, disease prediction-based insurance analysis, and pension analysis, financial planning report calculation in a total of 7 areas, Kakao Talk group sending and automatic text sending service, and customer contract management menu, pay for a premium pass You can use it after.


1. Simple insurance inquiry

You can easily inquire the customer's insurance details and create a insurance analysis report with just text authentication in the smartphone app.

2. Pension inquiry

You can inquire about your pension information (public pension, retirement pension, personal pension) and create a retirement plan report in the smartphone app.

3. Guarantee analysis and financial planning (only available on tablet app & PC)

In addition to basic insurance analysis, Plan Plus provides comprehensive financial planning for a total of 7 modules, including AI disease prediction guarantee analysis based on health checkup results, financial condition analysis, retirement planning, education design, big money design, debt design, and investment design. Available.

4. KakaoTalk group sending and automatic text sending function

You can send asset management columns and mobile cards to customers who are registered as My Kakao Talk friends.

If you want to automatically manage customer management after setting it up once, you can regularly send information such as wealth management letters, holidays, birthdays, insurance retirement dates, and premium transfer dates through the automatic text sending service.

5. Integrated customer management and sales activity management

It helps to enable integrated and efficient customer management and sales activity management through customer DB analysis, consultation calendar, consultation log, and address search function.

6. Sales tools and training courses

We provide a variety of sales tools that can be used in sales, such as asset management contents RunClick, FP library, asset management mobile card, financial planning practice guide e-book, and online lectures.


Through Plan Plus, upgrade the customer's trust as well as the sales competency and value of consultants to the next level.


[Precautions for use of tickets]
· Plan Plus subscriptions are automatically billed every month.
· You can use the PC web version, tablet, and smartphone at the same time by paying for the Plan Plus pass.
· Automatic payment can be canceled at any time during the period of use. In this case, there is no additional payment and you can continue to use it for the remainder of the period.
· Plan Plus does not cancel or refund the voucher used as a prepaid product.
· All tickets are inclusive of VAT.


[Notes on Google Play Store Payments]
· Google Play Store payments are processed and canceled through your Google account.
· PlanPlus Google ID subscription information is reflected in only one PlanPlus paid account.
· Payment is made on a monthly basis, so it is automatically paid on the same day of the month as the date of purchase.
· Even if automatic payment is canceled up to 24 hours before the scheduled date of automatic payment, payment will be made on the due date.
· Even if you delete the app or cancel your membership, your subscription will not be automatically canceled. You must cancel your subscription yourself to avoid additional charges.
· Payment can be canceled from the Google Play Store subscription menu.


[Terms of Service]
http://www.planplus.co.kr/html_new/m_service.html

[Privacy Statement]
http://www.planplus.co.kr/html_new/m_privacy.html


[Access right information]
· Authorization is required to use the service.
· Optional access rights can be agreed upon when using related functions, and services other than related functions can be used normally even if you do not agree.

# Location based (optional)
- Required to check my location information when searching a map

# Notification (optional)
- Required for receiving pushes

# character (optional)
- Receive text messages to automatically enter verification code

# Contact (optional)
- Required for customer registration with contact information

Users of Android version 6.0 or lower, please proceed in the following order to consent to or withdraw optional permission.

1) Smartphone Settings > Software Update > Check whether the software is updated
2) Software upgrade to 6.0 or higher OS if update is available
3) Uninstall and reinstall the Plan Plus app
4) Smartphone settings > Application management > Plan Plus app selection > Permissions > Optional permission consent and withdrawal settings

Android versions below 6.0 cannot individually allow selection rights.