Life Insurance

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We can add Insurance Plans within the Worksheets of the clients Scenarios. Select the Add button.

 

When selecting the add button a pop-up window opens up for you to choose the type of insurance that you would like to add for the client Term, Whole, Life, and Universal Insurance.

Once added you have the ability to add the Face Value, Duration, Premium, Current Cash Value and other applicable fields within the Insurance Policy.

 

 

 

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