Adding Whole or Universal Life Insurance

Adding whole life insurance or universal life insurance can be done in the Insurance section using the + symbol at end that says "Add New Insurance Provider".

Add Multiple Insurance Policies

It's possible to add multiple insurance policies for each type of insurance using the + symbol that says "Add New Insurance Provider".

Add as many insurance policies as you need to accurately reflect your current insurance coverage from both private coverage and employer coverage.

Missing Insurance Options?

The Insurance section is based on the insurance information you shared in your Profile. In the Profile section you can select the different types of insurance coverage that you have...

• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Critical Illness
• Short-Term Disability
• Long-Term Disability

If you're missing an Insurance option it might be necessary to update your Profile.