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Statement Sync & Policy Loans

Skip the retyping. Drop in a carrier statement and VestmentPulse reads the numbers for you, then helps you track and model any loan taken against the policy. Statement PDFs are read and discarded; they are never stored.

How to use it

  1. Open a policy and find Sync from Statement. Download your latest statement from your carrier's portal.
  2. Drag the PDF into the upload box. VestmentPulse extracts cash value, death benefit, and paid-up additions.
  3. Review the numbers and click Apply to Policy.
  4. Under Policy Loans, add each loan with its original amount, interest rate, purpose, and date opened. Totals update instantly, including how much you can still borrow at 90% loan-to-value.
  5. Use Flex-Repayment Modeling to enter a payment amount and frequency and see a 24-month payoff and total interest.

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