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Try these: client detailstasks syntaxsuperannuation

Superannuation Insurance

Merge through details about insurance held within a Super plan:

Setec Astronomy

<:for item in $client.fund:>
Plan Name: <:=item.fund_name:>
Insurances:
Life Cover Amount: <:=item.life_cover:>
TPD Cover Amount: <:=item.tpd_cover:>
Salary Continuance: <:=item.salary_continuance:>
Premium: <:=item.insurance_premium:>
<:end:>

Fields

All the fields below can be used in the loop above:

Field

Type

Syntax

Life Cover ($) life_cover <:=item.life_cover:>
TPD Cover ($) tpd_cover <:=item.tpd_cover:>
Salary Continuance ($) salary_continuance <:=item.salary_continuance:>
Insurance Premium ($) insurance_premium <:=item.insurance_premium:>
Linked Insurance    
Linked Policy ID insurance_policy_group_id <:=item.insurance_policy_group_id:>
Linked Policy Object insurance_policy_group <:=item.insurance_policy_group.x:>

Linked Insurance Policies

The best way to work within Xplan for data capture and modelling efficiency is to use the option to link to an insurance policy record.  When doing this, you can access all data about the insurance policy through the .insurance_policy_group object.

Setec Astronomy

<:for item in $client.fund:>
Plan Name: <:=item.fund_name:>
Linked Insurance
Policy Name: <:=item.insurance_policy_group.plan_name:>
<:end:>

See also

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