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.