Planit:Detailed Insurance

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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.


The Insurance Screen is where you can record all life and/or disability insurance policies, used in the analysis of needs on death or disability. Check out the topics in the track below to learn about the various features and functions available for this screen.

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Insurance Screen Training

Order Title Description Key Points Level Generic
1 Introduction to the Insurance Screen What do I enter on the Insurance Screen?’’
  • Purpose of screen
  • Overview of data entry required
  • Screen feel summary vs detailed
C Video
2 Summary Insurance How do I quickly enter my clients' insurance benefits?
  • Summary life insurance entry
  • Summary disability insurance entry
C Video
3 Detailed Insurance How do I add an insurance policy to my client's financial plan?
  • Insurance screen, add
  • Data entry fields required
  • New appearance of Insurance screen
1 Video
4 Life Insurance How do I add detailed information on my client's life insurance coverage?
  • Insurance screen, add
  • Data entry fields required
  • New appearance of Insurance screen
1 Video
5 Disability Insurance How do I add detailed information on my client's disability insurance coverage?
  • Insurance screen, add
  • Data entry fields required
  • New appearance of Insurance screen
1 Video
Liabilities on Death How do I show the payment of a liability or liability insurance in the event of a client's death?
  • Liability information checkbox
  • Liability insurance policy
  • Alternative goal in death scenario
2 Video
Takaful Policies How do I properly add a takaful policy for my Islamic client?
  • Summary insurance fields
  • Main entry difference b/n conventional and takaful
  • Pensions & Other Revenues Term Takaful Payout
  • Event-specific goal to correct for double insurance coverage
C Video
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