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1. Include Life Insurance in " Accounts"

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   2 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Ed Zeller commented  ·  Feb 26, 2021  ·  Delete…

   The cash value of all cash value policy types should be included as part of the "Balance" for all assets. The cash value of Fixed Annuities and Fixed Index Annuities should also be included in the "Balance".

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   Ed Zeller supported this idea  ·  Feb 26, 2021