How do I analyze ALL my clients’ policies for an Annual Review?
You make a Summary inside the Life Insurance Values tool. First copy and paste each enforce policy (go here to see instructions: https://truthconcepts.com/513/) illustration into ONE Life Insurance Values sheet. There is room for 6 whole life and 4 term policies and if you need more, you can make a “Summary of Summaries”. You’ll want to make sure you make good “descriptions” inside the box labeled same so you know which policy is where. Then when you click the Summary button, you’ll get to choose between the 6 PLI buttons and the 4 Term button you want to include. Notice you can also interpolate any of these illustrations, although that is more for a new illustration, not an enforced. You will also want to make sure you have your illustrated age and your current age correct as they will be different for the Summary.