Values Screen

The Values screen displays a summary of the financial information for a policy and can be used to determine the value of a policy on a given date. The Values screen is configured in the Rules Palette.

Open a policy and click Values link on Entity Navigation list. The Value screen opens. Below is an explanation of the various sections of the Values screen.

• Valuation Date: The disabled Valuation Date field shows the date when the valuation was run for the values that currently display on the screen. The second Valuation Date field is used to change the date when a new value of the policy is needed.  

• Policy Values: Displays the cash value of the policy.   

• Fund Details: Allows for the excluding of funds, and the addition of columns to display additional financial information such as principal and gain. 

• Current Assets: Allows for the display of graphs for visual representation of policy assets and current policy allocations. Choose to show both assets and allocations or only one.