What are Plan Types?
Plan Types provide additional details about an account and/or policy to help identify how a product is designed to meet specific needs.
Health Insurance
For example, Plan Types for Health Insurance provide coverage for medical expenses and vary in terms of coverage, cost, and flexibility. Common examples of Health Insurance Plan Types include:
Health Maintenance Organization (HMO)
Preferred Provider Organization (PPO)
Exclusive Provider Organization (EPO)
Investment & Retirement Accounts
Plan Types can also refer to the tax qualification status, ownership type, or type of account. Common examples of account Plan Types include:
Tax Qualified Type: Custodial IRA, Custodial Roth IRA, Inherited IRA, SIMPLE IRA
Ownership Type: Custodial, Individual, Joint, Trust
Tax Qualification Status: Non-Qualified, Qualified
Adding Plan Types from Advanced Setup page
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Product section > click Plan Types
From the Plan Types page click
Complete the New Plan Type form
Name
Description
Qualified select if this is a Tax-Qualified Plan Type
Click Save.
Plan Types can also be created when entering in new products. Please visit INSERT LINK for more!
Edit Existing Plan Types from Advanced Setup Page
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Product section > click Plan Types
From the Plan Types page > click the
Action Menu of Plan type you wish to edit > click 
EditComplete the Edit Plan Type form
Name
Description
Qualified select if this is a Tax-Qualified Plan Type
Click Save.
Merge Plan Types
Select the Product section > click Plan Types
From the Plan Types page click
Complete the Merge Plan Types form
Merge From
Merge to
Remove original Plan Type after merge recommended
Click Save.
🛑 Warning! Once merged, Plan Types cannot be Un-merged. Please use with caution.