NaviPlan Select Training & Support
Core module:
Present results
This module will enable you to
Identify different types of NaviPlan output pages you can show your clients.
- Identify and access two different types of output in NaviPlan
- Show your clients whether they are achieving their retirement goal
- Show your clients the effect of your recommendations on their retirement goal
- Identify a life insurance shortfall and propose an additional recommended amount
- Explain when and why to use the different client reports
- Present your clients with an easy-to-understand Financial Needs Summary report
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 17 min |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session
Upcoming sessions Thursday November 18 10:00 AM CT Friday December 16 10:00 AM CT |
90 minutes | |
| Register for Classroom training | Contact us | 1-2 days |
