Cash Value Projections

Reading the Results

The projection chart displays:

• Recorded values (solid line) — your actual cash values from snapshots, labeled Actual
• Projected values (dashed line) — modeled future cash values, labeled Projected
• Year-by-year breakdown — a table showing projected cash value, death benefit, and growth rate for each year

Adjusting Assumptions

You can adjust the assumed growth rate to explore different scenarios. This helps you compare:

• Conservative growth assumptions based on lower dividend scales
• Historical growth assumptions based on your carrier's track record
• Multiple scenarios side by side to see the range of possible outcomes

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.