Popular Articles

  1. Adding an Annuity with a Pre-Existing Income Rider

    Within the structured income pan you can add annuities that are already in existence with an income rider. Below are the step-by-step guidelines for adding an annuity with a pre-existing income rider. Step 1: Edit: Click on the green edit b...
  2. Showing a Cash Value Life Policy Based on Company Illustrations Function

    On the View/Edit Death Benefit page there are unique ways that you can enter in the life insurance policies. Below is the step-by-step guideline for showing the cash value life policy based on company illustrations option. Step 1: Edit: Cli...
  3. Withdrawing From a Checking/Savings Account Using Annual Percentage Withdrawal Function

    From the structured income planning page there are different ways you can withdraw money from a checking/savings account. Below is a step-by-step guideline for withdrawing money using the annual percentage function.   Step 1: Edit: Click on...
  4. Depositing into an IRA Account Using the Annual Fixed Withdrawal Function

    There are different ways to show deposits into an IRA account. Below is the step-by-step guideline for adding a deposit into an IRA account using the annual fixed withdrawal function.   Step 1: Edit: Click on the green edit button underneat...
  5. Adding an Employer Matched 401(k) Using the Tax Advance Planning Function

    Within the tax advance planning function, there are multiple ways you can show an employer match 401k distributions. Below are the step-by-step guideline for showing an employer match 401k distributions using the tax advance planning function. ...
  6. Withdrawing from an IRA Account Using the Annual Withdrawal Function

    From the structured income planning page there are different ways you can withdraw money from an IRA account. Below is a step-by-step guideline for withdrawing money using the annual withdrawal function.   Step 1: Edit: Click on the green ed...
  7. Depositing into an IRA Account Using the Annual Fixed Savings Function

    There are different ways to deposit money into an IRA account from the structured income planning page. Below is the step-by-step guideline for depositing money into an IRA account using the annual fixed savings function.   Step 1: Edit: Cl...
  8. View % Distribution Function

    On the structured income planning page, you can view the percentage distribution for the account. This function is available through the display options. Below is a step-by-step guideline for displaying the percentage distribution.    Step ...
  9. Adding a Pension into the Structured Income Plan to An Existing Plan

    From the Client Dashboard within the Income page there is a way to add a pension into the structured income plan to an existing plan. Below are the step-by-step guidelines for a pension from the Incomes page. Step 1: Edit: Click on the green e...
  10. Annual Fixed Withdrawal Function

    On the structured income planinng page, you have the ability to show deposits or withdrawals from the accounts on the structured income plan. There are multiple ways to do these functions. Below is a step-by-step guide for depositing and/or withd...