NaviPlan Standard Training & Support
Elective module:
Protection planning
This module will enable you to
Capture your clients’ existing insurance policies and analyze their life, disability, and long-term care insurance goals
- Enter your clients’ existing insurance policies
- Describe the assumptions and methods for determining life, disability, and long-term care insurance needs
- Define your clients’ expenses for life, disability, and long-term care insurance analyses
- Establish surplus strategies during the survivorship period
- Create and compare protection-planning strategies
- Generate life, disability, and long-term care insurance analysis reports
- Examine life insurance pages in client reports to assess your clients’ insurance needs
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 25 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
