Forecaster Assessment
The Forecaster Assessment is ideal for new or prospective clients. Use these resources to learn more about how to benefit from this streamlined planning level.
User Guides 2
Introduction to NaviPlan
Topics Covered:
- Using NaviPlan's recommended workflow.
- Determining which assessment or plan level to select.
- Creating and managing client files.
- Setting up user preferences.
Forecaster Assessment
Topics Covered:
- Assessing a basic financial situation for new or prospective clients.
- Entering account and savings information.
- Evaluating goal coverage and presenting recommendations.
Videos 5
Using Forecaster Assessment
Topics Covered:
- Setting up a new Forecaster Assessment.
- Entering financial goals and savings.
- Determining goal coverage.
- Creating Forecaster reports.
Forecaster Assessment: Analysing Retirement
Topics Covered:
- Setting clients' retirement ages.
- Entering start dates for retirement benefits.
- Setting retirement income objectives.
- Viewing current goal coverage results.
Forecaster Assessment: Analysing Education
Topics Covered:
- Determining tuition costs.
- Calculating education objectives.
- Entering education savings.
- Viewing current goal coverage results.
Forecaster Assessment: Analysing Disability Income
Topics Covered:
- Estimating clients' needs in case of a long-term disability.
- Entering existing disability insurance policies.
- Viewing current goal coverage results.
Using the Life Insurance Quick Assessment
Topics Covered:
- An overview of the Life Insurance Quick Assessment.
- Selling more life insurance by minimizing data entry.
- Providing a rapid calculation for how much life insurance your clients need.