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The Retirement Analysis Kit Help File

Navigation: TRAK Programs > Pension Max > Calculations

Life Insurance Values Tab

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This screen is used to input values taken from the client's insurance company ledger sheet. Run a life insurance ledger with the client's insurance company software, and use that ledger sheet as the source for the values on this screen. The values transcribed will appear in the reports

PMaxCalcLifeInsValues

Note:If Print Life Insurance Values in Report is not checked, the report will print lines in place of the data to be filled in.