There are 2 areas in XPLAN where you can indicate the type of insurance products you wish to review

Adviser Defaults

  • Go to Mceclip0> Risk Researcher > Settings > Adviser defaults > General selections 
  • Select which product types you want to see in Risk Researcher by default (Ordinary, Retail Super, Industry Fund, Direct and/or Group (Corporate/Super))

Risk Researcher Adviser Defaults General Selections

Per Client Scenario

When adding the cover required within a client scenario, select the type of super products to include (Retail Super, Industry Fund and/or Group (Corporate/Super)).

Risk Researcher Super Products