Overview
Product Line Totals present a consolidated overview of policies and accounts belonging to the same product line (e.g. Annuities, Life Insurance, and Assets Under Management).
Product Line Totals are calculated rollups of specific product values and/or transaction data across multiple policies or accounts within a product line.
Pre-Configured Product Line Totals
Product Line Totals are pre-configured for major Product Lines, including Annuities, Life Insurance, and Assets Under Management.
Annuity Product Line Totals
Total Premium
Total Withdrawals
Total Penalty Free Withdrawal
Total Net Premium*
Total Account Value
Total Surrender Value
Total Benefit & Income Riders
Total Income Rider Only
Total Death Benefit
Life Insurance Product Line Totals
Total Premium
Total Withdrawals
Total Net Premium*
Total Cash Value
Total Surrender Value
Total Death Benefit
Total Chronic Illness Rider
Total Terminal Illness Rider
Total Critical Illness Rider
Total Supplemental Term Rider
Total Loan Available
Total Loan Outstanding
Assets Under Management Product Line Totals
Total Contributions
Total Withdrawals
Total Net Contributions*
Total Cash & Cash Investments
Total Market Value
Total Account Value
Total Margin
*Indicates a Product Line Total that represents a calculated rollup of transactions for that product line.
Configure Display of Product Line Totals
Users with Owner and/or Manager permissions have the ability to control which Summary Totals display by selecting/unselecting each Summary Total option. All summary totals will be selected by default.
Product Line Totals Calculation Breakdown
To verify the accuracy and transparency in how values are mapped and calculated for each total, click the amount to view an itemized breakdown by product, policy/account #, value and amount.
For transaction-based summary totals, clicking the amount will provide a summarized itemized list by product, policy/account # and net total amounts. The net total amount sums the transaction entries for each listed policy or account.
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