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Life insurance offers death benefit protection and the potential for cash value accumulation to help protect the financial security of the policy-owner. The death benefit and funding panel gives you all the flexibility you need to design a solution to fit your clients needs. The system integrates several types of 'solve' options to help you run illustrations however some options are mutually exclusive and/or must comply with face amount, premium and distribution rules. After completing the Death Benefit and Funding pane, click Quick View in the navigation pane to preview the calculated illustration values or click the next screen in navigation pane.
On the toolbar, when the Show Alerts link is active, click the link to display a list of all validation alert messages.
Alert icons indicate the severity of the validation alert:
indicates an invalid entry error.
indicates a warning.
indicates an informational message.