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How can we improve Protection section in Smartr365?

Protection

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Automate protection shortfall

Calculate

13 votes

Anonymous shared this idea · Dec 16, 2020 · Report… · Admin →

under review · Aug 12, 2024

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Mary Hodges commented · August 4, 2023 7:40 AM · Report

Or even just a short fall calculation that you can add to manually.

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Gregor McMeechan commented · February 8, 2021 6:09 AM · Report

Have different options to highlight the protection budget. At present Twenty7 Tec seems to default to life only while Mortgage Brain/Solution Builder doesnt do anything. It would be best if we can have a series of tick boxes so we can select life, life and cic, life or cic, IP.

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