Primary Policyholder of Life Insurance - Add Trusts

CTMarkell
CTMarkell Quicken Mac Subscription Member ✭✭
edited November 8 in Ideas for Quicken LifeHub

At present you can pick a "Contact" as the primary Policyholder of an Insurance Policy.

Clickng "All Items " does not show any additional items.

I need to pick an existing Trust as the Primary Policyholder of a Life Insurance policy, but cant select it.

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