Please take these steps to show the cash value as a separate asset on the Asset-Map:
- Add a life insurance policy (Universal, Whole or Variable)
- Choose the Insured Member
- Enter in the Cash Value amount
4. Click into Details
5. Make the Owner the same as the Insured Member (#2)
6. SAVE CHANGES
The Cash Value of Life Insurance will now appear on the Asset-Map as a separate asset:
