Use this when you want the scenario to assume someone dies earlier than the plan's life expectancy. It is a stress test. It does not replace the estate analysis.
Open the client's Financial Insights and confirm Current Scenario.
Select Add Toggle. Create New opens on New Toggle.
Open What If and select Premature Death.
Enter a Name.
In Apply to, select the person.
Enter the Age.
Select Save Toggle.
Review the years after that date in Details, and the estate views if you use them. Clone the scenario first if the current plan should stay unchanged. See How to compare two scenarios side by side.
Who is assumed to die, the year, and the tax or survivor result stay with the advisor.