New Action Items can be added to the Life Insurance Analysis by adding a new data entry card to the Profile section, or by adding a new Action Item to the Retirement Analysis section. To prevent these items from impacting your current or proposed retirement plans, you can leave these data cards set to $0 (or 0%) when adding them to the plan. You can then turn these items on within the Life Insurance module, using the Action Item slider bars.
How can I add new Action Items to the Life Insurance Analysis?
Educational Webinars 
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
