Planit:Protection Products

From Planipedia
Jump to: navigation, search


Planit.gif Learn by Watching!


PlanPlus Planit.jpg
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 information do I need to enter on the Protection Products tab of the Product Selection screen?
• Preview of needs on death and disability
• Adding insurance product recommendations
• No entry required
• Insurance Commentary

Keep on Track! Continue training on...
Product Selection Screen

Other Related Topics
Introduction to the Product Selection Screen Needs on Death Needs on Disability
Notes and Contact Log Tactical Implementation - Savings 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.