I have a Life Insurance account that is not able to link up with Tiller. I would like to manually add the account and track it through the template. Since this is an IUL, I’d like to see the particulars such as amounts left to meet annual maximums, cash value, etc. on the policy. Is there anything currently built to assist in this? If not; would anyone have any suggestions on how to track the asset?
Hi @Chad_George, you can manually track the balance of the account using the Tiller Money Feeds add-on.
I’m not aware of any solution as of yet that tracks the other items you’re asking about though nor do I have suggestions on how to build it.
Could you mock it up in a manual sheet then share a screenshot here, and perhaps that will inspire someone to build and share something?