Disability Income
Use these resources to help enter, manage, and present disability needs goal information to your clients.
Functional Documents 2
Disability Needs Calculations
Topics Covered:
- How the additional disability coverage amount is determined in the Goal and Expense Analysis method.
- Why NaviPlan shows a disability income shortfall even after entering the recommended amount.
Comparing Disability Insurance Analysis Methods
Topics Covered:
- Factors to consider when selecting an analysis method.
- An overview and suggested use of the Goal and Expense Analysis method.
- An overview and suggested use of the Income Coverage Analysis method.