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.