Insurance that is part of a group policy or tied to employment income are entered in the Group Insurance data entry screen.

Policy Name: Enter a name of the insurance policy to identify it.

Insured: Specify who is being insured by selecting ‘Client’, ‘Spouse’ or ‘Joint’ from the drop-down.

Coverage: Choose the type of coverage by selecting ‘Income Multiple’ or ‘Set Amount’ from the drop-down.

Income Multiple: Enter the number of times the insured’s employment income is multiplied when the insurance is payable. This option is only available if coverage is set to ‘Income Multiple’.

Set Amount: Enter the value of the group insurance on for the insured. This option is only available if coverage is set to ‘Set Amount’.

The insurance policy is added to the plan when the button is clicked. To cancel adding the insurance click the button.

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