NaviPlan® Dialogs Newsletter
Volume 10 Issue 12
In this issue
Asset planning enhancements in NaviPlan Select
This article summarizes some of the new features in the latest release of NaviPlan Select, version 12.1.2.1, that allow you to better control the distribution and transfer of assets.
NaviPlan Select: Estate distribution types (Advanced Estate module)
This article describes the different estate planning distribution strategies available using the Advanced Estate module in the latest version of NaviPlan Select.
Analyzing your clients’ current cash flow situation
This article explains the importance of verifying the cash flow details in your clients’ plans and how to do this in NaviPlan before creating alternative scenarios.
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