Planit:Life Insurance Report

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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...
How can I interpret and present the Life Insurance Report?
• Expenses, Benefits, Gap
• Identify risk planning need

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Other Related Topics
Life Insurance Calculator Needs on Death Disability Insurance Calculator
Life Insurance Estate Assumptions Death Scenario

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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The Life Insurance Calculator help you to determine the total amount of life insurance that the client will require in the event of a death. The Life Insurance Calculator illustrates the Total Capital Required to beneficiaries. The calculator takes into account the client’s age, percentage of earned income that will need to be replaced, current insurance coverage, and lump sum benefits.