Planit:Introduction to the Insurance Screen
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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.