Tutorial Introduction

The Long-Term Care Economic Impact Planning Model provides you with a quick way of developing customized presentations of the financial impact of long-term care insurance. This interactive tutorial guides you through the process of entering data and producing reports. See our web site http://www.LTCia.com/model and other materials for information regarding planning concepts.

Generating presentations with the model is a simple two step process:

1. Enter personal and financial data for your client.
2. Print a presentation.

The model handles all calculations automatically, generating a set of reports customized for your client. We'll go through the details of each step in this tutorial. One last note before we start: The model offers two different input screens, Quick Entry and Detailed Entry. 

For most of this tutorial, we will focus on the Quick Entry screen, but we'll show you the detailed entry screen at the end. The Detail Entry screen is designed for planners new to the software and those using it irregularly. Once familiar with the buttons, bells and whistles in the software the Quick Entry Page will likely be the most used section. The Quick Entry screen is the work horse arena where substantial insight is gained in a time efficient manner. The automatic premium calculation, plus the instant calculation of four (4) Key Economic Impact Projections, makes this a user friendly and informative location. 

The tutorial covers four functional activities :

• The Quick Entry screen.
• Printing reports.
• The Detailed Entry screen.
• Setting default values.

For reference, use the glossary, which provides a complete alphabetized explanation of all features and details.

To navigate through the tutorial, use the home and next buttons on each page. To return to theNow, it's time to begin the tutorial. You can click on any part of the program to jump directly to it, or click on Next to start with the Quick Entry screen.