NaviPlan Select Training & Support
Elective module:
Presentation Module
Presentation Module is an interactive sales tool that takes NaviPlan data, calculations, and analysis and presents them in an easy-to-use and highly visual slideshow format.
Getting started with Presentation Module
Included with Presentation Module are four presentations covering:
- The Road to Retirement
- Planning to Protect: Survivor needs
- Planning for your family’s education
- Cash flow planning
The Road to Retirement
This video introduces you to The Road to Retirement presentation and highlights how it can be practically used within client meetings to engage new and prospective clients in discussion about their retirement plans.
Planning to Protect: Survivor needs
This video introduces you to the Planning to Protect presentation and highlights how it can be practically used within client meetings to engage new and prospective clients in discussion about their life insurance needs.
Planning for your family's education
This video introduces you to the Planning for your family's education presentation and highlights how it can be practically used within client meetings to engage new and prospective clients in discussion about their education needs and abilities.
Cash flow planning
This video introduces you to the Cash Flow Planning presentation and highlights how it can be practically used within client meetings to engage new and prospective clients in discussion about their cash flow and net worth position.
