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.
Insurance policies can be imported through various data integrations, including Allianz and A360. Insurance policies can also be added manually to 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.
For modeling a whole life policy with an LTC rider, we would navigate to the profile > net worth > add account > insurance > Hybrid long-term care policy.
Yes, any life insurance policies entered in the Net Worth section will flow to the insurance tab under the "current insurance" section.
For additional assistance within RightCapital please contact our Support team.
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