Illustration intake
Illustrative / synthetic data
Drop a carrier ledger export, or load a sample. Every parsed illustration joins the library below for use in comparison.
Drag a ledger text file here
or
Library:
Illustration summary
Normalized ledger
| Year | Age | Premium | Guaranteed CSV | Projected CSV | Death benefit | Src line |
|---|
Skipped lines
Raw source
Load a file or sample to see its raw lines here.Live comparison
Illustrative / synthetic data
Pick 2–3 illustrations and move any slider to recompute instantly, in front of a client.
Illustrations
What-if controls
Cash surrender value by age
Death benefit by age
Summary
| Illustration | CSV at retirement illustrated |
CSV at retirement what-if |
Total premium illustrated |
Total premium what-if |
IRR on CSV illustrated |
IRR on CSV what-if |
|---|
Plan service center
Illustrative / synthetic data
As of –
Policies
| Policy | Role | Carrier | Premium | CSV | Death benefit | NQDC liability | Coverage | Statement | Status |
|---|
Policy detail
Needs attention
Client presentation
Illustrative / synthetic data
Generate a print-ready, compliant presentation from the current plan and comparison.
Opens the print dialog. Choose “Save as PDF” to leave with a copy.
Preview
The preview builds from the current plan and comparison.
Ask the plan
Illustrative / synthetic data
Transcript
Illustrative / synthetic data
The presentation will appear here once generated.