Planit:Introduction to the Insurance Screen

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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 do I enter on the Insurance Screen?
• Purpose of screen
• Overview of data entry required
• Screen feel summary vs detailed

Keep on Track! Continue training on...
Life Planning Integrated Planning
Insurance Screen Getting Started

Other Related Topics
Summary Insurance Add an Insurance Policy

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.

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This is where you can record all life and/or disability insurance policies presently in place. We will take into consideration all existing coverage in the analysis of client death or disability.

The Financial Plan generated by PlanPlus Planit, incorporates a needs on death or disability analysis. This screen is used to collect information about your client’s life and disability insurance that is in force. A great feature within Planit is the option of entering “Summary” or “Detailed” insurance policy information. When you first enter the Insurance screen you will be presented with the summary level. This is where you can enter your policies that are in force by subtotaling coverage for all policies and entering totals for each insurance type. For more detailed entry you will need to click the “Detailed Insurance” link.