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variable life ins.

Comments, critical feedback, praise, or suggestions for new features.

Postby JeanneMarie » Sat May 11, 2024 8:41 am

I definitely see that this is no trivial undertaking and you might not even easily get the ins. companies' cooperation. I can't get much help out of Prudential's web site, for example. Still, in case the subject might be of interest to others...

A definite nice-to-have would be an ability to track variable life insurance policy investment values. (Capturing all activity (ins. cost, fees, whatever) would be even nicer, but vastly less important than investment fund balances. This is neither a securities trading account nor a checking account.)

Thanks for listening.
JeanneMarie
 
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Postby Mark » Sat May 11, 2024 9:33 am

Hi JeanneMarie,

Okay, understood, thanks for the idea/feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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