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Determine a Policy's Value

The Value screen can be used to determine the value of a policy at a specific point in time. The disabled Valuation Date field shows when the last policy valuation was run. The value of the policy at that specific point in time will be displayed in the Policy Cash Value field.

To run a new valuation on the policy, select a date from the second Valuation Date field and click Update. The disabled Valuation Date field will change to match the new valuation date and the Policy Cash Value will change to reflect the cash value as of the new valuation date.

Valuation Date section of Value Screen

Valuation Date and Policy Values Section of Values Screen