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February Upgrade Complete - New Features

Protection Review

Brand new section to review client's protection policies.

Protection Recommendation

This section has been completely revamped and is complementary to the new review.

  • Decreasing Term Assurance
  • Level Term Assurance
  • Family Income Benefit Plan
  • Whole of Life
  • Individual Income Protection
  • NEW Executive Income Protection
  • NEW Key Person Protection
  • NEW Business Ownership Protection
  • NEW Relevant Life Protection

Watch the Protection Demo video tutorial for how to use the new sections.