Insurance planning

NaviPlan makes insurance recommendations easy for both the client and advisor. Calculations are transparent and easy-to-understand resulting in better trust while presenting life insurance, long-term care insurance, and disability insurance products.

Life insurance

The life insurance quick assessment is designed to facilitate survivor need conversations quickly and efficiently.

Disability insurance

Any insurance needs can be modeled within NaviPlan to assure clients in any scenario.

Long-term care insurance

Health care planning is not complete until you have run a long-term care gap coverage analysis. Help your clients feel secure in retirement.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

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Serve the wide-ranging insurance needs of your client base with detailed modules and repeatable presentations available in NaviPlan.

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