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Policy Information

Client Name: John Doe
Policy #: P123456
Policy Values & Loans
Effective Date:
Accumulated Values: $1,865.37
Total Policy Values: $1,865.37
Cash Surrender Value * : $1,865.37
* Includes Side Account amt, and Side Account interest, if applicable.
Side Account:
Side Account Interest:
Surrender Charges: $0.00
Universal Life Shortage: $0.00

10% Free Partial Surrender Details

Max Free partial Surrender Available: $0.00
Free Partial Surrender: $0.00
Free Partial Surrender Date: 15MAR2010

Policy Loan Details

Loan Type: Policy Loan
Loan Interest: $0.00
Loan Amount * : $0.00
* Loan Amount is always as of Yesterday
Maximum Loan Eligible Remaining: $1,642.07
Charged Annual Interest Rate: 8.000%
Certified Annual Interest Rate: 5.500%