The Overview tab in a whole life Policy Workspace captures structural details from the original contract. These are mostly stable policy facts, separate from the changing values recorded in snapshots.
Whole life only. Premium structure, PUA mechanics, cash value, and policy loans apply to whole life policies. Term Life and Convertible Term Life policies use a shorter detail view without these sections.
What Overview Records
Overview records the policy design, including the premium structure, riders, dates, dividend option, and loan terms. It also displays the latest Actual policy position from snapshots, but editing contract structure does not create a snapshot.
Where to Find This Information
The values come from your original policy contract. The specification pages near the front carry most premium and rider details. If the contract is unavailable, a current in-force illustration can provide many of the same fields.
Update Policy Structure
- — navigate to Policies and click on the policy you want to configure