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.
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.