How do I key in a insurance policy that is under premium financing / loan?
Under the Allocate Assets tab, add the insurance policy accordingly. Within the asset itself, toggle on "Additional instructions" and key in financing details and any details that can be useful to the Executor, for example:
This insurance policy is under premium financing and might be subjected to its loan agreement(s). The remaining balance and/or payout of this insurance policy (if any), shall be distributed as indicated in this Will.
