Cash value of a life policy can be displayed as an asset financial for the Policy Holder.
To do this, create or edit an Insurance Financial, choose the Policy Owner(s) from the Policy Owner(s) drop-down menu and enter a percentage of ownership. Enter the cash value of the policy and press Create/Update to save the item.
This is reflected on a Target-Map's™ What you Have page within the Assets Available section:
4/2025