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Planning Resources
Break-even Calculator
See if a client should pay premiums or invest and self-insure. It shows a clear break-even year based on odds, returns, and costs.
Insurance Deductible Calculator
Show clients the value of higher deductibles. Models how investing premium savings builds a self-insurance pool that beats the risk.
ACV Estimator
Estimates a car’s cash value vs. full coverage costs, helping clients decide if comprehensive and collision insurance still makes sense.
Lifestyle Questions Checklist
A tool for advisors to uncover hidden P&C risks. Uses lifestyle questions to find gaps standard policy reviews miss.
Holistiplan’s Self-Insurance Calculator
Models self-insurance trade-offs by comparing potential growth from reinvested premium savings against actual risk exposure over time.
Rebuild Calculator and Financial Impact Analysis
Check if a home is insured for reconstruction cost, not market value. Visually flags out-of-pocket shortfalls after a total loss.
Guides & Other Documents
Why Does P&C Matter?
See why P&C insurance belongs in a holistic financial plan, and how a full review beats just shopping around for the lowest premium.
Replacement Cost Guide
A 5-page guide to closing homeowners insurance gaps. Learn to use Holistiplan to ensure clients are covered for real rebuilding costs.
P&C Seed Method Cheat Sheet
A 4-minute, 5-step process to flag P&C risks during tax season. Includes scripts, templates, and tax return triggers for advisors.
P&C Planning Advisor Guide
A guide showing 4 real coverage gaps using side-by-side tables. Includes a 4-step workflow to catch them in under 3 minutes.
P&C Getting Started Guide
An advisor onboarding guide for P&C reviews. Features a real case study, metrics, and a 4-step action plan to start today.
Client Resources
The Moment That Tests The Plan
Shows how uninsured losses can disrupt a financial plan, where coverage gaps arise, and the tax and investment costs of funding them.
The Underinsured Flyer
Highlights overlooked insurance gaps in replacement cost, liability, and lifestyle risks and how shortfalls can drain personal assets.
The BOW-TIE Framework
Explains Holistiplan’s B.O.W. T.I.E. framework: six connected pillars covering balance, outcomes, wealth, tax, insurance, and estate planning.