Configure the Transaction that Runs Valuation

Certain transactions require that a policy is valued because money is either moving in, transferring between funds or money is being withdrawn.  Transactions such as Withdraw, FullSurrender or Additional Payment would affect the policy’s value hence valuation would need to be configured.  

The four major parts to consider when configuring a transaction that will run valuation:

1. Allocation

2. Valuation

3. Assignment

4. Math