Insurance Needs Analysis

ExecPlan Express is designed as a fully integrated financial planning software. However, Express is versatile enough to work on specific planning objectives such as life and disability insurance needs analysis. This allows the flexibility to target specific risks for each client or spouse such as:

Life Insurance - For either client or spouse user can define annual premiums, cash value of policy and benefit.

Disability insurance – Analysis for either spouse or client. User defined benefits and premiums.

Automated calculations – Software automatically adjusts everything for each scenario from benefits paid to filing status to ceasing premium payments.

Advanced calculations - Disability benefits integrated with social security, taxation on group benefits, terminating premium payment at age of retirement.