Which feature allows excluding an account from ever being liquidated?

Which feature allows excluding an account from ever being liquidated?

• A. CF report
• B. Exclusion tab
• C. Market Index data
• D. Core Cash

Answer: (B)

Excluding an account from liquidation is about protecting certain funds from being sold to raise cash. The feature that does this is the Exclusion tab, which lets you mark specific accounts to never be liquidated. With that in place, the system will source cash from other assets first during planning, leaving the excluded accounts untouched for future use. The other options don’t provide this protective control: a cash-flow report shows how money moves but doesn’t block liquidation, market index data is just market information, and Core Cash is a balance category rather than a tool to prevent liquidation.

Excluding an account from liquidation is about protecting certain funds from being sold to raise cash. The feature that does this is the Exclusion tab, which lets you mark specific accounts to never be liquidated. With that in place, the system will source cash from other assets first during planning, leaving the excluded accounts untouched for future use. The other options don’t provide this protective control: a cash-flow report shows how money moves but doesn’t block liquidation, market index data is just market information, and Core Cash is a balance category rather than a tool to prevent liquidation.