The Policy Loan Repayment Planner compares one monthly schedule split between paid-up additions and loan repayment. Choose all paid-up additions, a 50/50 split, or set your own split. The selected loan schedule determines each month's amount.
Key Takeaways
- Compare all paid-up additions, Split 50/50, Custom split, and all loan repayment over the selected period
- Review monthly interest charged and unpaid interest added to the loan balance
- Use recorded starting values or enter them yourself
- When no current total death benefit is recorded, the comparison uses and labels the policy base death benefit on file
- Review projected cash value, loan balance, and death benefit outcomes
- Saving stores the repayment plan; it does not record a payment
- Export the comparison without changing policy records