Planit:Death Scenario

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
What does the 'Death' tab mean on my screen? How do I use a scenario planning for the event of my client's death?
• Intro to multiple scenarios, immediate death
• Add specific savings, revenues, goals etc.
• Example revenue entry

Keep on Track! Continue training on...
Life Planning Integrated Planning
Goals & Objectives Screen Pensions and Other Revenues Screen
Savings Screen

Other Related Topics
Multiple Scenarios Disability Scenario Estate Assumptions
Introduction to the Pensions and Other Revenues Screen (Malaysia) Introduction to the Goals and Objectives Screen Introduction to the Pensions and Other Revenues Screen (Canada)
Introduction to the Savings Screen (Malaysia) Introduction to the Savings Screen (Canada) Liabilities on Death


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.