How can I check the progress a year later of an illustration?
How about ongoing annual reviews? After I create a plan and fund it, and the client comes in for his review a year later, how can I check the progress of the plan?
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In the Income For Life Model version 2 and 3:
go to retrieve past illustration
click on the summary icon
a pop up will show up
Choose 'run again'
change any necessary information
click 'generate illustration"0
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