Fill in or edit the information on the three tabs: Essentials, Details, Notes.

The Essentials tab is required, the Details and Notes tabs are optional.

Fields with a red asterisk are required. However, if possible, take the time to fill in the fields on all the tabs because much of it is searchable in the Household Index and provides you the means to understand the financial at a glance while updating the map.

Dollar values must be typed.

Your notes on the Notes tab are viewable or printable from the Reports tab.

If using an integration some fields are already filled in (depending on the features of the integration). Yellow fields cannot be edited.

Insurance financials appear as tiles with blue borders above the avatar or avatars.

Select Relevant Members. Use the drop down to select from one or more members on the map. Selecting more than one creates a large tile extending over two avatars.

Legal Entities on the map are also eligible to be assigned insurance.

Provide a Reference Name for the financial and an Insurance Carrier in the corresponding text fields.

If desired, use the text fields to convey important information or questions. Here are some examples:

If the asset is under your management, click the "Under My Management" check box. The value and financial are counted in the Key Financial Figures.

Hide the tile if desired by checking the "Hide" box. Show it again by selecting the "Show Hidden" option in the Tools menu, clicking the tile and unchecking the "Hide" box. While hidden, the tile's value is not calculated on the platform.

A member assigned as a Beneficiary will appear on the Beneficiary Report, found on the Reports page. View the checklist online, print the checklist as a stand-alone document, or include it as part of a comprehensive report.

Multiple members may be assigned percentages of the asset in the Beneficiary Field.

Primary Beneficiaries may be assigned. Contingent beneficiaries are not assigned, rather they can be noted in the Notes tab for the financial.

Notes can be viewed as a Report on the household's Reports page.

Essentials tab: Insurance with a cash value entered in the Cash Value field will place a blue bordered cash value asset tile on the member (or members) when a policy owner (or owners) is assigned. Use the Policy Owner field to assign the cash value asset.

Assigned cash value will appear as an asset resource on a Target-Map.

Remove the cash value without removing the Insurance by un-assigning the Policy Owner.

Deleting the Insurance deletes the cash value tile as well.

A liability may be linked to cash value.

This is Long Term Disability, not Short Term Disability. LTD uses annual benefit dollar values.

Essentials tab: Select from the following fields: Benefit Interval drop-down menu, Benefit Period (age or date), and enter the Age/Date field. These are carried over to the LTD Target-Map.

Essentials tab: Select from the following fields: Benefit Interval drop-down menu, Benefit Period (age or date), and enter the Age/Date field. These are carried over to the LTC Target-Map.

If tax qualified, use the check box. This applies to the tax application in the LTC Target-Map.

The P&C tiles can be hidden and displayed using the option found on the Tools Menu > Actions Menu.

Hiding the P&C financials will not affect the listing on the Financials page. However, the P&C will be hidden from the Target-Map as a funding option.

Selecting Covered Asset(s) visually links the insurance to the asset on the map.