Modelling Insurance in Archer
In this tutorial we look at the Archer Insurance needs analysis tool and how to get insurance premiums to flow into the scenario. We also look at calculating tax on TPD and tax on super benefits with Life cover and TPD.
Once you have completed the Insurance Needs Tool, ensure you navigate back to Dashboard > Finalise and Close your scenario.
Reporting on the Needs Analysis
The results from the Insurance Needs will be included in your SOA. There is also a standalone report available called "Archer Needs Analysis Standalone"