Use the policy contract or current insurer statement as the source for every value.
Add the policy
Open the client's Evaluation.
Go to Preliminary, then find Life Insurance.
Select Personal Term or Corporate Term when shown.
Open Insurance in the Evaluation navigation.
Complete only the term policy fields displayed in the workspace.
Select Save.
Corporate insurance options are part of the Pro Evaluation. A scenario's New Term Life toggle is a separate planning input; it is not the place to record an existing policy.
Add a permanent life policy
Use current insurer documents for the entry. This workflow does not reproduce or validate an insurer illustration.
In Evaluation → Preliminary → Life Insurance, select Personal Permanent (UL, WL, Term 100) or Corporate Permanent (UL, WL, Term 100) when shown.
Open Insurance.
Complete the visible policy fields from the current policy statement or illustration.
Select Save.
Edit the policy
Open the saved policy under Evaluation → Insurance.
Compare each visible field with the current policy document.
Update only supported fields and select Save.
Reopen any related Statements analysis and compare the displayed policy labels with the saved entry.
When available, Statements → Term Life Analysis provides a current-position view of the saved term policy. After saving, reopen the analysis and compare its policy labels with the Evaluation entry.
Use the insurer's current documents to confirm policy values and coverage. Planworth does not validate the insurer's information or recommend coverage.
Changing an entry in Planworth does not change the real policy.
If an expected corporate option is unavailable in a Pro Evaluation, confirm the Preliminary selections and saved corporation information. If it is still unavailable, contact Planworth Support with the workspace and missing option.