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Rick Kiel

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  1. 297 votes
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    Rick Kiel supported this idea  · 
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    Rick Kiel commented  · 

    Have a report named Portfolio Detailed and Life Insurance Death Benifit

    On the Report

    Column 1 Account #/Company/Product
    Column 2 Type/Tax Qualified Type
    Column 3 Flags
    Column 4 Status
    Column 5 Face Value/Death Benefit
    Column 6 Balance

    This report would like just like when you click on the ACCOUNTS TAB of an Individual Client

  2. 1,259 votes
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    Rick Kiel supported this idea  · 
  3. 143 votes
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    Rick Kiel supported this idea  · 
  4. 38 votes
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    Rick Kiel supported this idea  · 

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