Adding Disability Insurance Plans in Life Design Analysis

This manual will guide you through the process of setting up and presenting a Disability plan using Life Design Analysis.

 

Under the +Manual option, select the "Minimum Funded UL" feature.

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Although LDA doesn't have a disability option in the manual menu, the minimum funded UL option can be used for DI plans. Change the name to represent your DI plan and add a description for the waiting period and insurable income. See the following example below;

Before

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After

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Next, fill in the annual or monthly premium, change the renewable age to age 65, and enter the monthly payout under the insurance benefit section. Select save once completed.

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Once completed, you can repeat this process to add other DI examples to your case. DI plans can also be presented alongside other plan types such as life or critical illness insurance.