Videos 2

Setting a Survivor Income Goal

Topics Covered:

  • Differences between the Goal and Expense Analysis method and the Income Coverage Analysis method in NaviPlan.
  • A review of the data needed to perform simple to detailed survivor income needs calculations
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.

Take Action Webinars 1

Protect Your Plan: Leveraging NaviPlan to Address Survivor Income Needs

Topics Covered:

  • NaviPlan's features that allow you to address a wide range of life insurance needs.

Functional Documents1

Comparing Survivor Analysis Methods

Topics Covered:

  • An overview and suggested use of the Life Insurance Quick Assessment method.
  • An overview and suggested use of the Goal and Expense Analysis method.
  • An overview and suggested use of the Income Coverage Analysis method.