The Policy Portfolio at Policies combines current policy position, coverage, scheduled premium structure, freshness, and inventory controls.
Portfolio Hero
Use the three hero modes to change the portfolio question:
- Net Cash Value shows Actual Net Cash Value and its recorded history. The detail line separates Total CV and Loan Balance.
- Death benefit shows the latest Actual recorded coverage across the filtered policies.
- Premium mix shows Planned annual premium split between carrier-required Base premium and optional Planned PUA. It does not represent premiums already paid.
The rail on the right tracks recording rather than money: how many cash-value policies in the current view have a position recorded inside the year, and how many consecutive months you have recorded anything. Dots on the cash value line mark positions with recorded activity behind them, and hovering one names the deposits recorded since the previous position.
Filters apply to the hero and inventory together. Selecting one insured person changes the title and recomputes the displayed totals for that person's policies.
Find and Compare Policies
The inventory controls include: