Life A&H Defaults Tab

This tab is where insurance defaults can be set. Anything set here will be entered into a new deal or quote.

Disability - Primary

Check this box if you want to cover the primary customer with disability insurance.

Check this box if you want to cover the secondary customer with reducing life insurance.

Check this box if you want to cover the secondary customer with disability insurance.

Check this box if you want to cover the primary customer with reducing life insurance.

Select the insurance plan you wish to use.

NOTE: The information listed here is entered in the Life Rates Window.

Select the radio button for the type of disability insurance you wish to use.

Check this box if you want to cover the primary customer with level life insurance.

Check this box if you want to cover the secondary customer with level life insurance.