7. How To Add Insurance

In this class, you will be learning how to link insurance policies, such as life insurance, disability, long term care and more. This allows the software to project death benefits, premium payment amounts and cash values.

Digitally Link:

  1. On the homepage, select the link “+Add Account”
  2. Select “I have an online login to this account”
  3. Enter the name of your institution in the search bar
  4. Select the corresponding link and follow the remaining steps.
  5. It should take you to the page where you normally log on to your account.


While life insurance can often be linked, other types of insurance coverages may need to be added manually.

Manually Link:

  1. Choose the “I do not have an online login to this account.”
  2. Follow the steps, and answer the onscreen questions to add the account




Let’s move on to the next step: