(VIDEO) Introduction to Corporations (9 min)
This 9-minute video provides a quick overview of the Corporate component of Snap Projections.
This video covers:
Topic |
Video Link |
Adding a Corporation to your plan and the Scenario Setup -> Corporation page | |
Entering Corporate Assets | |
Entering Corporate-Owned Life Insurance
|
|
Corporate Disposition on Death | |
The Corporate details on the Personal Planning page. | |
Charts and the Client Report |