FinDash Docs ยท Reviewed 2026-08-09
Disability Insurance
Track income-protection coverage and model disability needs.
Policy Records
Disability policies can be added manually or extracted from policy documents. Track policy type, carrier, insured person, monthly benefit, benefit period, elimination period, premium, renewal or premium due dates, and notes.
Per-Person Planning
The disability workflow supports separate inputs for self and spouse where relevant, including workplace disability benefits, guaranteed monthly benefits, and existing coverage.
Coverage Review
Use the analysis to compare required monthly income protection with existing short-term and long-term coverage. Review own-occupation terms, taxable versus after-tax benefit assumptions, elimination period, benefit duration, and employer-provided coverage.
Cash Flow Link
Premiums can be added to a selected cash-flow scenario so the client plan reflects the ongoing insurance cost.
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