How to Create a Basic Life Plan
How to Create a Basic Life Plan:
- Navigate to the "Premiums" tab of the plan.
- Rate Structure - Make a selection from the dropdown.
- Enter the Benefit Amount in the "Coverage Amount" fields for Life (and AD&D if applicable).
- Enter the Premium (typically given and entered per $1,000).
- Determine if the plan has Spouse/Child coverage.
- If yes, toggle on and enter Benefit Amount and Premium (typically given and entered per $1,000).
- Enter the Benefit Reduction Levels.
- Determine and select the Age Calculation settings.
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