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    • Home
    • Solutions
      • Data Gathering
      • Goal Planning
      • Income Planning
      • Expense Planning
      • Debt Management
      • Investment Management
      • Tax Planning
      • Net Worth
      • Risk Management
      • Compliance
    • Tech
      • Scenarios and Actions
      • What If Considerations
      • Customization
      • Portfolio Assumptions
      • Plan Access
      • Plan History
      • Team Management
    • Resources
      • Videos
      • Articles
      • Contact Us
      • Schedule a Call
      • Release History
      • About PlantechHub
    • Pricing
    • Free Trial
    • Sign In
  • Home
  • Solutions
    • Data Gathering
    • Goal Planning
    • Income Planning
    • Expense Planning
    • Debt Management
    • Investment Management
    • Tax Planning
    • Net Worth
    • Risk Management
    • Compliance
  • Tech
    • Scenarios and Actions
    • What If Considerations
    • Customization
    • Portfolio Assumptions
    • Plan Access
    • Plan History
    • Team Management
  • Resources
    • Videos
    • Articles
    • Contact Us
    • Schedule a Call
    • Release History
    • About PlantechHub
  • Pricing
  • Free Trial
  • Sign In

Risk Management

Overview

Risk Management in PlantechHub crosses many parts of the overall plan.  Individual Insurance products are captured during Data Gathering to identify the client's current insurance inventory.  A variety of graphs, metrics, and details can be used to see probability of success and identify potential problem areas in the current plan or in Scenarios.

Risk Tracking

What If Considerations

What If Considerations

PlantechHub provides a comprehensive list of risk products to be used in the current plan or Suggested Actions. Everything from Life and Cash Value products to Pet insurance helps create a complete picture of a client's needs.

What If Considerations

What If Considerations

What If Considerations

What If Considerations provide a way to test risk in a plan to see what happens if unplanned events occur.  Things such as life expectancy, inflation, market growth, etc. can all be adjusted via What If Considerations to see the impact of those events on the current Scenario.

Result Items

What If Considerations

Result Items

The Success Rate and Funding Rate metrics are available on the Plan Profile at all times and can be enabled on any of the other result pages to see an at a glance view of the overall success of the plan.  In the event that a plan does not meet targets, a variety of graphs are available to identify outliers and detailed results are available to see the specific values for each item of the plan for each year.

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