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Created On: 26/02/2024
in Pathways Protection This article is a continuation of Edit/View Benefit . Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote: Select Existing Client or complete details to Create a New Client Th...
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Created On: 23/02/2024
in Pathways Protection Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...
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Created On: 23/02/2024
in Pathways Protection To amend details of the Income Protection quote, click the pen icon: Select Term or Cease Age : Note: The system defaults to a ten year term with a £1,500 monthly benefit amount. Set Premium Frequency & Premiu...
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Created On: 23/02/2024
in Pathways Protection Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...
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Created On: 23/02/2024
in Pathways Protection Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Note: The system will default to a 10 year term with a £100,000 death benefit. Complete details of the quote. In this example we will: Select '...
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Created On: 23/02/2024
in Pathways Protection To amend details of the Convertible Term Assurance quote, click the pen icon: Note: The system defaults to a ten year term and a £100,000 Death Benefit Amount. This will load the Quote Details screen. Complete details of the quote. In th...
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Created On: 23/02/2024
in Pathways Protection To amend details of the Income Protection quote, click the pen icon: Select Cover Basis : If critical illness is required, click Yes to I nclude Critical Illness Cover: Choose whether the Critical Illness Benefit is Additi...
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Created On: 23/02/2024
in Pathways Protection To amend details of the Critical Illness quote, click the pen icon: Note: The system defaults to a ten year term, comprehensive with a £20,000 critical benefit amount. Select a Cover Type (comprehensive has automatically been se...
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Navigate into the Investment Pathways tab. Click into the CIP you would like to amend: Click into the Portfolio Tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The ...
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You can apply a deal by creating an In-House Discretionary portfolio. 1. In-House Discretionary portfolio Build the IHD portfolio in the normal way through Portfolio Builder. You can use one portfolio, or more as required. See article In-Ho...