Popular Articles

  1. 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 ...
  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. Editing the Maximum Percentage Amounts on the Allocation Codes

    Underneath the Settings subheading, you’ll find the allocation codes. On the allocation codes list page, you can edit the maximum percentage amounts, which are set to 5% by default that is written in code line 10903. Once you update the maximum p...
  4. Editing the Tax Adjustment Table on the Manage Tax Page

    On the Manage Tax page there are multiple ways you can edit the income tax amounts. Below are the step-by-step guidelines for the Tax Adjustment Table on the Manage Tax page.   Step 1: Edit: Click on the green Edit button underneath the Str...
  5. Withdrawing From a Checking/Savings Account Using Annual 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 withdrawal function. Step 1: Edit: Click on t...
  6. Depositing into a Checking/Savings Account Using the Annual Percentage Withdrawal Function

    There are different ways to show deposits into a checking/savings account. Below is the step-by-step guideline for adding a deposit into a checking/savings account using the annual fixed withdrawal function.   Step 1: Edit: Click on the gre...
  7. 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...
  8. Creating a 401(k) Account From the Structured Income Planning Page

    From the Structured Income Planning page, you have the capacity to add many different forms of accounts to the structured income plan.   Below is a step-by-step guide for creating an 401(k) account from the structured income planning page.  ...
  9. Adding a Withdrawal to Start at a Specific Age

    Within the structured income plan, you have the ability to withdraw specific monetary amounts to start at a certain age. Below are the step-by-step guidelines to adding an income to start at a specified age.   Step 1: Edit: Click on the gre...
  10. Adding a Default Recommendation

    Default recommendations are the prewritten text that are available for selection from the recommendations page underneath the Client Dashboard. If you are at administrator status, you can add a recommendation to the list of prewritten text that ca...