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.



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Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

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Related resources for financial advisors

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

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