Leverage NaviPlan to provide trustworthy advice to clients and prospects alike that demonstrates the value of your insurance recommendations.
Quickly identify insurance gaps with simple goals-based assessments that can easily be scaled to include robust planning goals. Using NaviPlan, advisors can pinpoint insurance needs and present recommendations in an engaging, transparent fashion.
Forecaster assessment
Life insurance quick assessment
Investment management
Illustrative client reports
Transparent gap analysis to build trust and clearly demonstrate needs.
The life insurance quick assessment in Presentation Module is designed to facilitate survivor needs conversations quickly and efficiently.
Open the door to further opportunities with precise planning modules and investment management strategies.
Clearly identify coverage gaps for clients and prospects and present recommendations with highly tailored reports.
This global enterprise insurance firm required a solution to increase workflow efficiency, balance compliance needs, and enable advisors to pursue additional sales opportunities.
Results trusted by this enterprise insurance firm include:
increased prospect conversion
rates by 100 percent
increased planning efficiency
by 40 percent
increased revenue per advisor
by 25 percent
The NaviPlan Presentation Module offers a collaborative approach to planning through efficient, illustrative insurance presentations. Designed to be highly repeatable, Presentation Module streamlines the planning process and builds trust with your clients.
Life insurance quick assessment
Planning to protect
Road to retirement
Disability and long-term-care
The life insurance quick assessment is designed to facilitate survivor needs conversations with clear illustrations and transparent calculations.
Discover client needs and build trust in your insurance recommendations.
It all starts with a plan. Build a collaborative financial strategy to accomplish your clients’ retirement goals.
Help your clients feel secure in retirement with built-in long-term-care and disability insurance planning modules.
Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.
Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.
