To create an investment-linked policy, you can click on the Add icon under Existing Plans on the planner page.
We have revamped both the Insurance and Investment plan selection modal windows. Select the "Investment Link Policy" option.
We have added the function to calculate investment projection using a specific expected return. This enhancement has only been implemented for the Investment-Linked Policy.
Please note that we will deactivate cash/maturity benefits and base the projection on expected returns for this option. However, should you decide to switch from using IRR to Maturity Benefits, rest assured that we will not delete the input for the maturity benefits.
You will first need to update the expected returns in order to proceed with updating the dividends.
The dividend amount will show up in the policy summary report under "payout" in the policy summary table.