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Life BTM Ideas Portal
Created by Sam McClain
Created on Aug 20, 2022

Plan Logic

From Kami Deppe:

  • Will FAST have built in stops to not allow plans that are not active? Like if the plan has an effective date before the plan was available the system won’t let you make the change. And also prevent the underwriter from approving 30 year terms at tobacco rates for clients over age 50.

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  • Jenna James
    Reply
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    Nov 10, 2022