Adding an Insurance Policy

You can add an insurance policy to the net worth statement to provide a more complete picture of your client's financial situation.  Any insurance policies entered here are are included on the net worth statement for informational purposes only and will not be included in the plan success rate calculations. 

To add an Insurance policy, go to the Profile tab and select Finances.

Under Finances, select Insurance then click Add a New Insurance Policy.

Next, select the Insurance Type

Enter a name for the insurance policy.

Depending on if you selected Life Insurance or Disability for the insurance type, select the options from the drop-down menus and enter in the insurance details.

Note:  The growth rate will be applied to "Survivor Benefit" amount and will be reflected in the Net Worth over time statement.  

Click Save once you are done entering in all of the information.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk