Plan Settings
Use these resources to help determine the most appropriate settings for your plan.
Videos 2
Using the Forecaster Assessment
Topics Covered:
- Setting up a new Forecaster Assessment.
- Entering financial goals and savings.
- Determining goal coverage.
- Creating Forecaster reports.
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.
Functional Documents 1
Detailed Tax Method
Topics Covered:
- Differences between the Average Tax method and the Detailed method
- Where to select the Detailed Tax method.
- How NaviPlan determines and applies tax rates.
- How NaviPlan treats deductions and credits.
- How NaviPlan handles alternative minimum tax (AMT).