Add Policy Wizard - Policy Values
Contents
From the View Client With Insurance Screen, click on the Add Action Button to start the Add Policy Wizard. This screen is Step 6.
Add Policy Wizard - Policy Values Overview
Though maintaining cash values is normally done only around annual review time or during a home office download, be sure to fill in the Funding Option, especially if the option is through Tracked Investments.
Click on the field name below for more information about that field.
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It's important to select the Funding Option. |
