Updated Articles

  1. Uploading an Excel Spreadsheet into the Death Benefit Data Table on the View/Edit Death Benefit Page

    On the View/Edit Death Benefit page there are unique ways that you can enter in the insurance information. Below is the step-by-step guideline for uploading an excel spreadsheet into the death benefit data table.   Step 1: Edit: Click on ...
  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. Manually Entering in an Annuity and an Income Rider

    Within the Structured Income Planning page there is a capability for manually entering in an annuity plan. Below are the step by step guidelines for manually entering in an annuity plan.  Step 1: Edit: Click on the green edit button underne...
  4. 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...
  5. Viewing Calendar Years instead of Plan Years

    Within the Display Options within the structured income planning page, you can edit the structured income plan to show the calendar years instead of the plan years. Below is a step-by-step guide for viewing the calendar years.    Step 1: Ed...
  6. Viewing the RMD amounts on the Structured Income Plan

    On the structured income planning page, you have the ability to view the regular RMD and the beneficial RMD amounts.  Below is a step-by-step guide for viewing the RMD amounts on the structured income plan.   Step 1: Edit: Click on the gree...
  7. Account and Income Groups and Group Setup

    Within the Display Options within the structured income planning page, you can edit account and incomes into different groups. Below is a step-by-step guide for editing the account and incomes groups.   Step 1: Edit: Click on the green Edit...
  8. Removing an Individual Item on the Manage Scenario Page

    Within the structured income plan, you can remove an individual account, income, target, and tax from the manage scenario page. Below is a step-by-step guide for removing an individual item.   Step 1: Edit: Click on the green Edit button un...
  9. Replicating an Existing Account and Income Item

    Within the structured income plan, you can replicate/copy an individual account and income from the manage scenario page. Below is a step-by-step guide for replicating/copy and individual account and/or income.   Step 1: Edit: Click on the ...
  10. The New Button Function on the Manage Scenario Page

    Under the manage scenario page underneath the edit or add scenario subsection, you can add a new account and income into the structured income plan. Below are the step by step guidelines for adding  an account and/or income from the manage scenar...