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IBC Policies

Add each policy once and VestmentPulse tracks cash value, death benefit, premiums, and paid-up additions, projects growth over 20 years, and keeps your carrier and representative details in one place.

How to use it

1. Open IBC Policies and click Add Policy.
2. Fill in the policy information, financial details (cash value, death benefit, premium amount and frequency, paid-up additions), and your representative's contact details.
3. Review the Cash Value Growth Projection, Policy Type Distribution, and Portfolio Overview for cash-value ratio, total paid-up additions, and average premium.
4. Click Export Directory for a printable list of every carrier and representative to keep with your estate documents.