(WEBINAR) ☔ Modelling insurance coverage and needs analysis (May 7, 2025)

In this webinar, we model a family's most likely financial outcome and consider what happens to their projection if an adverse event occurs (e.g., early death, disability). We show how to use our new insurance inputs and needs analysis tools to demonstrate to your clients how they can weather potential storms.

During the webinar, we created several projections to demonstrate how to:

• Input insurance policies (e.g., life, disability, critical illness) into your projections.
• Conduct needs analyses to see if sufficient life, disability, and critical illness insurance coverage is in place.
• Illustrate the impact of an adverse outcome on the financial projection.
• Summarize the results and next steps for your client in a digestible and actionable way.
  • Here is the sample report that was shown during the webinar

CHAPTERS:

00:00 Introduction

03:45 Scenario Setup for the client and spouse

23:27 The Planning pages - finalizing inputs

26:45 Life Needs Analysis Setup

33:57 Life Needs Analysis Summary

40:47 Disability Needs Analysis

43:14 Critical Illness Needs Analysis

47:20 The Client Report Overview

50:21 Using Report Builder to select included pages

52:25 The Report Preview

53:10 Q & A