NaviPlan Standard Training & Support
Elective module:
Gifting, ILIT’s and bequests
This module will enable you to
Capture your clients’ current gifting strategies in an existing estate plan and implement estate planning strategies in a recommended estate plan
- Model cash and asset gifting strategies
- Create and interpret an irrevocable life insurance trust
- Define general and asset bequests
- Identify estate liquidation order and distribution for estate settlement
- Evaluate relevant output pages in a client report to present estate planning alternatives
| Self Study Options | Cost | Time |
Recorded, Web-Based Training Session |
FREE | 58 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the NaviPlan Standard v11.0 training materials you see here are still relevant for v11.2.
