On the structured Income planning page you can view death benefits for insurance policies. Below is a step-by-step guideline to view the death benefit for an insurance policy.
Step 1: Edit: Click on the green edit button underneath the Structured Income Planning sub-heading.
Step 2: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 3: View Death Benefit: Click on the green View Death Benefit button located in the Column Display Options Table.
Step 4: Structured Income Plan: A new column called Death Benefit will appear under the Insurance column.
Step 5: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 6: Hide Death Benefit: Click on the green Hide Death Benefit button located in the Column Display Options Table.
Step 7: Structured Income Plan: The Death Benefit will be removed from the Insurance Column.
Step 8: Saving the Structured Income Planning Scenario: Click on the green Save button underneath the Structured Income Planning Subheading.
Step 9: 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 10: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 11: Logout: To log out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
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