Tracking a Client Handoff

Sent → Accepted → Setup 3 of 4 → Tracking

• Sent — the handoff is waiting for the client.
• Accepted — the client chose to start it. They may still be finishing setup.
• Setup X of Y — how many applicable setup steps the client has completed: their obligations linked to Liabilities, balances confirmed, a funding source linked (only when the plan uses whole life banking), and a payment or balance recorded. A plan with no funding-source layer completes at 3 of 3.
• Tracking — setup is complete and the client is recording months.

Unmet setup steps are named in general terms, such as "funding source not yet linked" or "no payment or balance recorded yet."

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.