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.

More NaviPlan Features
Lead generation and goal discovery
Account aggregation
Collaborative financial planning
Financial fact finder
Analysis and recommendation
Advanced tax planning
Asset allocation & risk tolerance
Business planning
Cash flow planning
Equity compensation
Estate planning
Goals based planning
Guided Retirement
Insurance planning
Monte Carlo analysis
Retirement income modeling
Scenario analysis
Implementation and monitoring
Client portal
Compliance workflow
Custom client reports


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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