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Chapter 8: Entering assets and liabilities
Deferred Annuity Entry screen
The Deferred Annuity Entry screen allows you to enter the clients’ deferred annuities. The fields on the screen vary
based on whether you select a variable annuity or a fixed annuity.
Assets & Liabilities category – Assets: Summary View screen – Edit button for Deferred
Annuity Accounts – Deferred Annuity Entry screen
How do I add a deferred annuity?
1. Click
from the spin control (
) beside Number.
2. Select an annuity type. The data-entry fields below become accessible.
3. Enter the remaining details for the new deferred annuity.
How do I classify a holding manually?
1. Click
next to the holding you want to classify.
Note: An asset name or ticker symbol must be entered for
to become accessible.
2. Ensure the Manual Classification option is selected, and then enter the appropriate percentages in the %
fields. The total must equal 100%.
3. Once all the classification data is entered, click OK.
How do I classify a holding automatically?
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