FAQ: Insurance Policies

Frequently Asked Questions

Need assistance with data entry? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.

1

Can you import insurance policies into a plan? 

Answer: Insurance policies can be imported through a variety of data integrations including Allianz, A360, and Albridge. Insurance policies can also be added manually in the client’s Net Worth using the Add Account > Insurance feature. In the current state of the software insurance policies cannot be aggregated into RightCapital. 

2

How do you model a whole-life policy with a Long-Term Care rider? 

Answer: For modeling whole life policy with an LTC rider we would navigate to the profile > net worth > add account > insurance > Hybrid long-term care policy.

3

Does a life insurance policy entered into the net worth section flow to the insurance tab?  

Answer: Yes, any life insurance policies entered in the Net Worth section will flow to the insurance tab under the "current insurance" section. 

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For additional assistance within RightCapital please contact Support.