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This article is a continuation of Switching - Fees Add family assets under management with the Target Scheme area: If you do not wise to include Family AUM, unselect the toggle: Update Results once done: If you wish...
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Create a Comparison Report on the top right of the results screen: Download at the bottom right of the report: ...
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Last Updated: 28/02/2024
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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Last Updated: 28/02/2024
in Pathways Protection Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...
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Last Updated: 28/02/2024
in Pathways Protection View More info & Documents for each provider: This area will show Variations, Documents and Commission: ...
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Last Updated: 28/02/2024
in Pathways Protection Create a Comparison Report on the top right of the screen: ...
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Last Updated: 28/02/2024
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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Last Updated: 28/02/2024
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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Last Updated: 28/02/2024
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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Last Updated: 28/02/2024
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 '...