badwithnumbers
New Member
- Joined
- Jul 15, 2024
- Messages
- 1
- Office Version
- 365
- Platform
- Windows
- Mobile
Hello,
I'm trying to create a spreadsheet to calculate an estimate of expected cash value on a whole life policy.
I am new to excel.
If any body can point me to a template that would be great.
if not, i would like to create one myself.
The columns would be,
Year,
Age,
Annual premium,
Cumulative premium paid,
Cash value(CV) from premium,
PUA(additional premium),
Cumulative PUA, and
CV from Premium paid.
CV is an approximate percentage of the premiums with growth of around 4% per year. I have an illustration estimate on base premium only, but don't have one for PUA.
Constructive input will be greatly appreciated.
Thank you.
I'm trying to create a spreadsheet to calculate an estimate of expected cash value on a whole life policy.
I am new to excel.
If any body can point me to a template that would be great.
if not, i would like to create one myself.
The columns would be,
Year,
Age,
Annual premium,
Cumulative premium paid,
Cash value(CV) from premium,
PUA(additional premium),
Cumulative PUA, and
CV from Premium paid.
CV is an approximate percentage of the premiums with growth of around 4% per year. I have an illustration estimate on base premium only, but don't have one for PUA.
Constructive input will be greatly appreciated.
Thank you.
