Wallet1000 User Documentation logo Wallet1000 User Documentation

The insurance module lists all the insurance policies that you entered during your initial account setup. Additionally you will see a graph detailing your current life insurance coverage and the desired life insurance amount that was calculated based on what income and expenses you would like covered should something happen to you.

The policies and coverage you enter will impact the recommendations you see when you run your financial plan.

Insurance Overview

Adding an insurance policy

Clicking on add policy will allow you to enter a policy. Each policy needs to be named and assigned to a member of your family.