🔄 A newer version of this page is available.(Required to avoid the "non-JSON error" from old cached code.)
🔓 Signed out
Confidential · For Nate Cocco
🧠 IFR Planning Brain
Meeting summary in → full credentialed planning analysis out. Powered by Scott — the AI planning brain trained on Nate's full methodology corpus.
ChFCSeries 65Series 7Series 6FL Producer
🔒
Restricted Access
Internal planning tool. Enter username + access code to continue.
Incorrect username or access code.
💾 Saved Cases
— survives refresh · no PII (first name + age only)… checking storage
Last viewed case auto-restores on page load.
📝 Meeting Notes — First names + ages only · no last names, addresses, account numbers, DOBs, or other PII
Analyzing — this takes 2-4 minutes…
👤 Client Snapshot — First name + age only (PII-compliant)
📝 Your Narrative — exactly what you typed · preserved verbatim · editable
Click in the box to refine wording. Edits stay on screen; rerun the analysis if you want the AI to use the new text.
📋 Executive Summary — AI's read of the narrative · does NOT replace your words above
📇 FORM Summary — Family · Occupation · Recreation · Money/Other · ready to paste into Salesforce
Each box is editable. Edit before copying if you want.
FFamily
OOccupation
RRecreation
MMoney / Other
🧩 Client Segments — from the 16-profile taxonomy · curates the calculator path
⚖️ Compliance Constraints — hard rules baked into the recommendations
🚨 Critical Issues — ranked by severity × urgency
💵 Income Gap Analysis
Open this client in:profile auto-fills every calculator · top-bar across V1/V2/V3 stays in sync
🛡️ Problem Identification — P&C · Health/LTC/Disability · Legal Docs & Life · commentary + next steps per item
🗓️ Next Meeting — Homework & Open Questions — what the client brings · what we bring · what we still need to find out
🎯 Scenarios — quantified projections with success probability
🎯 Planning Recommendations
✅ Next Steps
🧠 Behavioral Notes (ChFC)
⚖️ Compliance & Standards of Care
❓ Open Questions for Next Meeting
📐 Assumptions Made
✉️ Recap Letter — Outlook Ready — quote placeholders highlighted in yellow · Nate's tasks vs. client's tasks split into tables
Click any yellow [QUOTE PLACEHOLDER] to fill in a real number.
📄 Other Document Drafts — next-meeting agenda · plain-language summary · fact-finder · click to expand
🧮 Suggested Calculator Path — AI's curated workflow · click any step to open the calculator with values pre-filled
Each click opens the calculator at virtuals-mac-mini.tailea7989.ts.net:18792 with the client profile already saved to localStorage — the calculator's input fields auto-populate. (Requires Tailscale access — click while connected to your tailnet.)
🧮 All Relevant Calculator Pre-fills — complete list, not just the prioritized path
Building PDF — about 10-20 seconds…
⚡ Voice QuickFacts — speak the client onboarding notes · AI fills the QuickFacts form · PDF emailed to natecocco@gmail.com
Tap to start dictating (Chrome / Safari)
AI extracting facts + generating PDF — ~1-2 min…
Extracted Fields
Circled Selections
Disclaimer. Third-party product names and methodology names are the property of their respective owners. Reference does not imply endorsement or affiliation. This tool is the work product of Nate Cocco; the analysis is reviewed by Nate before any client recommendation.