NaviPlan Standard Training & Support
Elective Module:
Insurance planning
This module will enable you to
Capture your clients’ existing insurance policies and analyze their Life, Disability, and Critical Illness insurance needs.
- Model existing insurance policies
- Describe the assumptions and analysis methods for determining insurance needs
- Establish insurance needs
- Analyze reports to identify insurance shortfalls
| Self Study Options | Cost | Time |
 Recorded, Web-Based Training Session |
FREE | 37 minutes |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Schedule Live, Web-based session |
Contact us | 90 minutes |
| Schedule Classroom training | Contact us | 1-2 days |
