We've made it a lot easier for you to propose new action items to your clients! You can now create new goals or insurance policies directly from the Retirement / Analysis screen to show the impact those options could have on a proposed plan.
To add new items, click the 'Edit' button in the Action Items section and use the 'Add New Items' option to select the type of item you wish to add. You can enter all the information for that new item and click 'Save' to add the item and incorporate it into your plan.
For more information, please visit the Help Center.