Insurance & Financial Protection

Add an insurance and protection view that focuses not only on insurance payments but on whether a user's overall financial situation is adequately protected.

Users should be able to track coverage, beneficiaries, deductibles and policy details and link policies to existing recurring payments.

The protection analysis could consider income, dependants, mortgage/debt, assets and financial goals to identify potential coverage gaps.

This information could also feed into Financial Health, FIRE, Retirement Planning, Mortgage, Goals and What-If scenarios giving users a more complete picture of their financial resilience.

Insurance should not be counted as an asset in Net Worth but adequate protection should be an important part of overall Financial Health.