FinDash Docs ยท Reviewed 2026-08-09
Life Insurance Analysis
Review policies, calculate needs, and connect insurance data to planning.
Policy Workspace
The Insurance page is both a policy inventory and an analysis workspace. Advisors can upload policy documents, add policies manually, edit policy details, track carriers and policy numbers, and group policies by life, health/disability, long-term care, property/auto, umbrella, and other categories.
AI Policy Extraction
Upload a policy document and use AI Extract Details to create or update structured policy fields. Always review coverage amount, insured, owner, beneficiaries, premium, premium frequency, cash value, expiration, riders, and policy type before relying on the data.
Life Insurance Needs
Needs analysis considers survivor expenses, income replacement, debt payoff, education funding, final expenses, existing coverage, guaranteed survivor income such as Social Security or pension benefits, and available assets depending on the selected options.
Estate and Cash Flow Links
Life insurance ownership and beneficiaries affect estate views. Premiums can be pushed into a cash-flow scenario, and IUL income or policy-loan assumptions can be modeled when the policy details support it.
Open this guide in FinDash Docs