NEW Product Updates ๐Ÿ’ป

  • Reordering of Plan Scenarios. Plan scenarios can be reordered via drag-and-drop on the Plan Scenarios page (look out for future updates expanding on this ability!)

  • New Icon: There is now a small โ€œDโ€ icon in LifeHub and while editing in the Plan Dashboard that indicates what accounts have distribution settings applied.

  • Updates made to Annuities to create a more streamlined experience while building a plan.

5