Exporting Your Data

Export Formats

CSV (Comma-Separated Values)

CSV files open in any spreadsheet application — Excel, Google Sheets, Numbers, or LibreOffice Calc. Each export produces a single file with column headers matching the field names in Policy Stack.

CSV is best for:

• Working with raw numbers in a spreadsheet
• Importing into other financial tracking tools
• Filtering and sorting large datasets

PDF

PDF exports produce a formatted, readable document suitable for printing or sharing. PDFs include Policy Stack branding and the date of export.

PDF is best for:

• Sharing with your advisor or carrier
• Keeping formatted records
• Printing physical copies

How to Export

You can export data in two ways:

Common Use Cases

Sharing with Your Advisor

If you work with a whole life banking advisor, exporting your policy snapshots and deployment data gives them a clear picture of your system without needing direct access to your Policy Stack account.

Personal Record Keeping

Periodic exports serve as an offline backup. Even though Policy Stack stores your data securely with encryption at rest, having your own copies provides an extra layer of assurance.

Tax Preparation

While Policy Stack does not provide tax advice or generate tax documents, exported data — particularly policy loan activity and deployment cash flows — can be useful reference material when preparing your records for a tax professional.

Transitioning Away

Your data belongs to you. If you ever choose to stop using Policy Stack, the Export All feature ensures you leave with everything you entered.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.