Planit:Goals on Death and Disability

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In this Video you will Learn...
How do I show a goal that my client has specifically in the event of death or disability?
• Death and disability tabs
• Add objective
• Data entry example

Keep on Track! Continue training on...
Life Planning Integrated Planning
Goals & Objectives Screen

Other Related Topics
Add Objective Death Scenario Disability Scenario

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.