NaviPlan v12.1 - USA

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NaviPlan Select Training & Support

Elective module:
Existing insurance coverage

This module will enable you to

Capture your clients' exisiting life, disability, and long-term care insurance policies and verify the accuracy of input using reports.

• Enter your clients' exisiting life, disability, and long-term care insurance policies
• Review output to verify the accuracy of the policies
• Describe NaviPlan assumptions for life, disability, and long-term care insurance

Self Study Options	Cost	Time
View Video Clip	FREE	17 minutes
Download Learning Guide	FREE	Self-paced
Case study: New baby – New insurance needs	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Monday November 21 2:00 PM CT Monday January 23 10:00 AM CT Monday March 26 10:00 AM CT	Contact us	90 minutes
Register for Classroom training	Contact us	1-2 days

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Lifestyle assets and liabilities : : Investment accounts : : Cash flow : : Set Retirement, Education, Major Purchase and Emergency Fund goals : : Analyze, compare, and create plan scenarios : : Analyze, compare, and present retirement scenarios : : Present results -------------------------------- Elective Modules : : Client and Plan Management : : Asset Allocation Assessment : : Financial Assessment : : Business entities : : Existing insurance coverage : : Stock options : : Set insurance goals : : Model the current estate plan : : Likelihood of success: Monte Carlo Sensitivity Analysis and Scenario Probability : : Analyze, compare, and present education and major purchase scenarios : : Analyze, compare, and present insurance scenarios : : Analyze, compare, and present estate planning scenarios : : Model financial strategies