Anonymous
My feedback
2 results found
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25 votes
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!
An error occurred while saving the comment Anonymous
supported this idea
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146 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
commented
We are a multi-generational practice and family members are often also clients, so they have their own records and are no longer listed in the family, so therefore don't show up on the personal profile form. It would be helpful to have this information on the printout.
Anonymous
supported this idea
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A corollary to that is for insurance based accounts, to have them be consistent (i.e., term, WL, UL, IUL, VUL) with the available fields. It would be nice to see at a glance if a death benefit is level or increasing (not available on IUL for whatever reason) as well as underwriting rate class (currently only available on the term account option).