Entering Insurance Quotation Values into the Projections
Insurance policy details for Whole Life and Universal Life policies will likely change over time. To simplify entering the information, you can copy and paste directly from an Excel version of the insurance quotation or illustration.
Click Edit under the Death Benefit or Premium column under Scenario Setup -> Insurance Policies to open the table to enter details for every year of the permanent life insurance policy.
To enter insurance information you have 2 options:
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Type in the information
Click the $0 in the appropriate column and type over it to make the update.
You can continue to enter the values for each year manually to match an insurance illustration, or you can copy the figures down to a certain year in the projections. Click the pencil icon to the left of the value, and a pop-up window will appear. Enter the year to copy down until, and the indexing percentage.
NOTE: You can leave the year blank and click Copy to copy the values down to the final year. 0% indexing will be assumed if you leave the indexing rate blank.
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Copy and Paste from an Excel spreadsheet
If you have the insurance illustration in Excel format, you can copy and paste values directly into the table. Detailed steps follow.
To copy an entire column from Excel to the table, highlight the values, right-click with your mouse and choose copy. In the appropriate insurance column, right-click on the first cell to copy into and click paste.
After pasting, the column values will be filled in.
