Planworth records insurance in the client's Evaluation and may show related current-position analyses or scenario projections. Use this article as the starting point for selecting and recording the applicable insurance type.
Where insurance lives
Surface | Role |
Evaluation → Preliminary | Identify which insurance categories apply to the client |
Evaluation → Insurance | Record in-force policies for the categories selected in Preliminary |
Statements | Review generated current-position insurance analyses where available |
Financial Insights | Review scenario-based projections that include insurance |
Insurance needs analysis | Review supported needs-analysis outputs where available |
An in-force policy recorded in the Evaluation is distinct from a hypothetical New Term Life scenario toggle.
Establish the insurance categories
Life Insurance and Other Insurance are separate areas in Preliminary. Select the categories that apply to the client so the relevant insurance workflows are available later in the Evaluation.
Do not infer policy values, coverage needs, or calculation behaviour from these selections.
Record insurance in the Evaluation
In Evaluation → Preliminary, select the applicable options under Life Insurance or Other Insurance when shown.
Open Insurance in the Evaluation navigation.
Complete the visible fields from current client and insurer documents.
Select Save for the insurance record.
Options may include Personal Term, Personal Permanent (UL, WL, Term 100), Corporate Term, Corporate Permanent (UL, WL, Term 100), Critical Illness, Long-Term Care, and Long-Term Disability. Availability can differ by client and workspace. Corporate insurance options belong to the Pro Evaluation.
The insurance entry screen separates life-insurance workflows, such as Term Life Insurance and Permanent Life Insurance, from other available workflows, such as Critical Illness.
Review results
Use Statements for available generated current-position insurance analyses.
Use Financial Insights for scenario-based projections.
Continue the insurance workflow
Use the matching Insurance workflow for term or permanent life coverage, critical illness, disability, or long-term care. Review visible insurance analyses in Statements when available.
Use Planworth to record and review the information shown. Escalate coverage calculations, needs-analysis formulas, premium or policy-value projections, death-benefit treatment, ownership, tax or estate treatment, underwriting, suitability, and client-specific conclusions.
For missing controls or inconsistent displayed information, record the client, workspace, view, exact labels, saved source information, scenario if applicable, and displayed result before contacting Planworth Support.