Cash Value Life Insurance

You can see all cash value distributions flow into the Cashflow reports under the Summary tab > Income Inflows > Other Inflows column. Click the underlined Other Inflows column title to see the life insurance distributions within the plan.

You can model an insurance policy purchase within a proposed plan from the Retirement > Analysis > Probability section. Within the action items you will click "Edit" > Add New Items > Insurance. Then input the parameters of the proposed policy. This will compare the current plan to the proposed plan which includes the new life insurance policy.

The impact of the client's tax allocation can be shown in the Investment >Tax Allocation tab. Cash value associated with permanent life insurance policies will be seen as a tax-free asset.