Insurance Planning


The Insurance Dashboard is where all your contact’s insurance policies are tracked. The Overview tile gives you a summary of how many insurance policies they have among life, long term care, and long term disability. When you scroll down to Policies, you can see the policies listed and click into them to obtain the specifics added by the client or prospect. If there are no policies you can use the + Add Insurance button to add their insurance policy information. The Coverage chart shows the amount of life insurance your contact needs versus what they have. Projecting life insurance need helps your clients and prospects plan for the “just in case.”


Take yourself as an example. What if you were to unexpectedly pass away? Would your family have enough to get by without your provided income? The life insurance goal calculates the amount your family would need for your annual income to be replaced in the event that you unexpectedly aren’t able to provide that income from your current age to the age you plan to retire. For example, if you are 40 today, have a retirement goal for 50, and you make $85,000 annually, the insurance goal calculates how much you need to replace $85,000 annually over the next ten years. The age your client or prospect set for their retirement goal in their Client Dashboard is used for the retirement age in the insurance goal. If your client or prospect has not set a retirement goal in their dashboard, then the end date defaults to 60. All life insurance policies added to the contact profile apply toward the have amount displayed in the chart.

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