Meet the Coverage Number: Assess, Spot Gaps, Build Proposals

This Nitrogen webinar demonstrates the Coverage Number inside its Insurance Center, a visual score for assessing insurance needs, identifying potential gaps, and building coverage proposals. It walks through sending and completing a Coverage Assessment, reviewing a client dashboard, and comparing current and proposed life insurance and long-term care coverage. Two client scenarios show coverage conversations for a client in their 40s and a couple in their 60s, including how annuities and retirement income fit into the discussion.

1. The webinar explains how the Coverage Number works and what the score represents in Nitrogen's Insurance Center.
2. It demonstrates sending and completing a Coverage Assessment and reviewing a client's Insurance Center dashboard.
3. Two scenarios cover a client in their 40s with life insurance and long-term care needs and a couple in their 60s with life insurance, long-term care, retirement income and annuities.
4. It covers how Insurance Center works with Income Center and Retirement Maps, plus advisor questions on topics including permanent life insurance, disability insurance, policy uploads, pensions and compliance.