Future Allocations

The Future Allocation section displays the default allocations for the policy. These default allocations are set-up from the Allocation link in the Left Navigation menu. Once configured, use the Activity Detail window and the Allocation link to make changes.

When Allocation is selected on the Left Navigation menu, all allocation types will display. Unit linked policies hold the initial premium amount in a general fund until the Cooling Period has expired. Then the funds are transferred to the Future Allocations funds specified here.

Steps to Configure Future Allocations

Select Allocations on the Left Navigation menu.
Find the Future Allocations section.
Select the number of funds from the drop down list.
Select the allocation method from the drop down list.
Select the fund(s) from the drop down list.
Enter the percent to be allocated to each fund.
Click Save.

future allocation default settings

Future Allocations