Cash Value Projector

The Cash Value Projector is a Policy Stack tool that models how your policy's cash value is expected to grow over time based on current values, your premium schedule, and dividend assumptions.

The projector takes inputs from your most recent policy snapshot and projects:

• Guaranteed values — based on contract-guaranteed growth only
• Dividend-enhanced values — based on the current dividend scale

You can adjust the dividend assumption to model different scenarios (current scale, reduced scale, guaranteed-only) and see how each affects your long-term cash value trajectory.

Projections are clearly labeled Modeled · Illustrative — they are based on current assumptions and actual future values will differ.

Consumer launch status: Coming soon. Advisor access is limited to approved preview accounts.

Related terms: Snapshot, Cash Value, Dividend, Capital Runway