Account Detail is a report module that focuses on the projected balances of accounts and annuity cash values throughout the plan.
The first page of the module includes a chart as well as the following Key Highlights:
Total Household Balance (Today) is the sum of values for all accounts included in the plan as of the date the report is run.
Projected at Plan Start is the sum of projected values for all accounts and annuity cash values as of the plan start date.
Surplus (Projected at Plan Start) is the sum of projected assets that will be allocated to the Surplus segment as of the plan start date.
Projected at Plan End is the sum of projected account values and annuity cash values remaining as of the plan end date.
The following pages of the module include a data table that gives specific projected annual balances for each account and annuity in the plan as well as totals by year and account. All ages shown are as of year-end.
Standard disclosures are provided in the footer, as well as additional disclosures specific to this illustration in the Disclosures section at the end of the report.
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