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 the green edit button underneath the structured income planning subheading title.
Step 2: Add Account: Click on the green add account button underneath the structured income planning subheading.
Step 3: View/Edit Death Benefit: Click on the green View/Edit Death Benefit button underneath the Manage Account subheading.
Step 4: Account Name: Type in the account name.
Step 5: Hypothetical Return: Type in the monetary number for the hypothetical return.
Step 6: Bonus: Type in the monetary number for the bonus.
Step 7: Tax Calculation Option: Click on the drop-down carrot arrow in the text box and select the tax calculation option.
Step 8: Sel: Click on the green Sel button next to the text box for the asset plan allocation and select the asset plan allocation.
Step 9: Account Owner: Click on the drop-down carrot arrow and select the account owner.
Step 10: Account Type: Click on the drop-down carrot arrow and select account type.
Step 12: Based On: Select the radio button.
Step 13: Show a Cash Value Life Policy based on company illustrations: Click on the radio button for the Show a Cash Value Life Policy based on company illustrations.
Step 14: Select: Click on the green Select button underneath the Death Benefit Table. Select which excel file you would like to open.
Step 15: Upload Death Benefit Spreadsheet: Click on the green Upload Death Benefit Spreadsheet underneath the Death Benefit Table.
Step 16: Save: Click on the green save button underneath the manage account subheading.
Step 17: Structured Income Plan: A new column should appear in the structured income plan.
Step 18: Display Options: Click on the green display options subheading underneath the Structured Income Planning heading.
Step 19: Column Display Options: Click on the green View Death Benefit Button in the Column Display Options table.
Step 20: Structured Income Plan: A new column should appear under the Life Insurance column displaying the death benefit.
Step 21: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 22: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning subheading. 
Step 23: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 24: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
