Download NaviPlan User Manual: Level 1 & Level 2 Plans – Analyzing Client

NaviPlan User Manual: Level 1 and Level 2 Plans - Analyzing client goals
Understanding scenario differences in Level 1 and Level 2 Plans
In a Level 1 Plan you can analyze fairly simple What-if scenarios using the Scenarios page and Scenario Manager. In
a Level 2 Plan, more complex What-if scenarios can be analyzed. For example, the Scenario Manager –
Retirement section for a Level 2 Plan has additional tabs—Transfers, Redemptions, Liquidation Order, Bucketing,
Annuitization, Incomes, and Expenses—that allow you to modify the What-if scenarios.
Results section – Analyze Goals category – Scenarios page – Retirement link clicked – Scenario Manager dialog box – Recommended Plan <scenario name> – Objectives tab
In a Level 2 retirement scenario, you can consider scenario probability you also have the ability to sell an asset.
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