Anonymous

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  1. 38 votes
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  2. 300 votes
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    Anonymous commented  · 

    Add the insurance policy's face amount to the Portfolio Beneficiary Report. Report only shows balance and when client has multiple policies with same company it is difficult to differentiate on the report.

    Please, Thank you!

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  3. 873 votes
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    Anonymous commented  · 

    or how about based on a specific date in the system like policy date>

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