Set Longevity Settings for One or Both Clients

Hello everyone. I wanted to go over a

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new feature that we have. Um here I have

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just a regular plan um that is ending as

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you can see in March of 2015.

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But if I

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go now to the advanced

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settings, you'll see in longevity

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settings that I can now set

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a longevity level, a date of death, an

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expected life expectancy for both

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clients. Um, or if this were a single

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plan, you would be able to set it for

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the single client. In the past, you

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could only do it for one and the other

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one was left on on the slider here. Um,

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so just changed it. Uh, so let's

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put this at

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uh August

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of 48. So we now have August of 35 and

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August of 48. Save that.

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And what you'll now see is that we now

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have John dying in August of of 35. So

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we begin a spousal benefit in September.

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And the entire plan now ends in August

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of 48. So now you can with pinpoint

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accuracy set uh an overall plan length

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as well as having one spouse die in the

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middle of the plant. So, hope this helps

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with uh any, you know, extra planning

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needs that people have around longevity.