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Life Insurance Cash Value and Ownership
Life Insurance Cash Value and Ownership

Cash Value is an Asset that Requires an Owner to Appear on the map

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

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:

4/2021

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