Plan Types provide additional details about an account and/or policy to help identify how a product is designed to meet specific needs.
Create and Assign Plan Types
Creating new Plan Types is a two-step process. First, you will create the desired Plan Type and then attach it to the corresponding Product Type.
Step 1: 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.
🔍 Tip: Plan Types can also be created when entering in new products. When done this way, it will automatically attach the Plan Type to the assigned Product Type. Please our Product Form Tutorials to learn more!
Step 2: Attaching Plan Types to the Product Type in Advanced Settings
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Product section > click Product Types
From the Product Types page > select the desired Product Type and > click on the three-dot Action Menu > click Edit
Add the Plan Type
Click Save.
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.