P1P2 - Grid

Bonk P1 E1 SIV i CIV P2 E2 DB-A DB-CP
Notes: A)                  
Universal Life Policyholder Determines Company Calculation Company Determines Company Determines Policy Mechanics Policy Mechanics Company Calculation Policyholder Determines Policy Mechanics
Generic
  • Premium
  • Cost
  •  Guaranteed Maturity Premium (GMP)
  • Guideline Level Premium
  • Planned Premium
  • Price
  • Scheduled Premium
  • Target Premium
  • Expenses
  • State Premium Tax
  • Account Value
  • Benefit Generating Account (BGA)
  • Cash Value
  • Reserve
  • Investment
  • Savings
  • SIV -Self Insurance Value
  • Interest
  • Dividend
  • Excess Interest
  • CIV - Company Insurance Value
  • NAAR (Net Amount at Risk)
  • ·Term
  •  Premiums
  • Charges
  • Cost
  • Cost of Insurance (COI)
  • Price
  • Expenses
  • Administrative
  • Benefit
  • Death Benefit
  • Coverage Amount
  • Benefit
  • Death Benefit
  • Coverage Period
  • Performance
  • Results

Notes:

  • A) It is not the marketing strategy. It is a marketing strategy. That's a nuance that's an important one to us. --Matthew DeSantos (LSW), (p15-16), 2014 0423 - DOC 812 - Trial Transcript - 194p