Risk Management

Risk Management focuses on the client’s insurance needs including critical illness, disability and long-term care needs. The report documents the assumptions, the 10 Year, 20 Year, 30 Year and permanent insurance needs, and provides a ledger page that outlines overall insurance need. Click here to see a sample of the Risk Management focused planning report.

To build the Risk Management report, in the Report Generation window select Focused Planning, then choose Risk Management from the Report drop-down. Under Scenarios choose the scenario to use in the focused report and then click the button.