This action retrieves information about personal plan(s). It's essential to note that all personal plans are intrinsically associated with a plan request.
Every piece of information returned in this action is also readily available via the personal plan page.
Please note that the sample body payload above contains all possible parameters for your reference. In an actual call, you don't need to use all (or any) parameters.
Code examples are available in cURL, Python, Javascript, Java, PHP, Ruby, and Go, but can be constructed for other languages and tools. Some code examples include dependencies that may need to be installed in your codebase to ensure functionality. Remember to replace any values in the code that looks like <VALUE> and to adapt the parameter values passed.
Body Parameters Specification:
Sample Return Payload
[{"personal_plan_url":"https://app.whiteswan.io/personal_plan/john-doe","client_name":"John Doe","client_email":"john@doe.com","client_phone":"1234567890","intended_owner":"Acme Inc","intended_insured":"John Doe","expiration_date":"2023-05-25T18:19:44.611Z","plan_success_manager":"Eric Mikolai","plan_success_manager_email":"eric@whiteswan.io","plan_success_manager_phone":"1234567890","plan_success_manager_meeting_link":"https://calendly.com/eric_whiteswan/personal-plan-review","personal_message": "Hi John! By comparing several options from some of America’s top carriers, I found a solution that I think would work well for you. I look forward to working on this case with you! If you haven’t already, please schedule a call with me below. Thank you!",
"applied_for":false,"insurer_name":"John Hancock","insurer_logo":"https://s3.amazonaws.com/appforest_uf/f1660780457493x297075060123930300/john%20hancock%20Logo.png","product_name":"Sample Policy","illustration_pdf":"https://s3.amazonaws.com/appforest_uf/f1681150722309x32924951370300/john-doe-illustration.pdf","prospectus_pdf":"https:https://s3.amazonaws.com/appforest_uf/f1681150732287801017500398200/john-doe-prospectus.pdf","term_length":"30 Years","term_length_numerical":30,"assumed_annual_return":1,"initial_death_benefit":200000,"premium_modality":"Monthly","recurring_premium":500,"one_time_deposit":2000,"policy_type":"Variable Universal Life","main_goal":"Accumulation","health_rating":"Preferred Plus","annual_retirement_income":100000,"total_retirement_income":3000000,"years_of_retirement_income":20,"annual_target_premium":4500,"annual_total_premium":6000,"paid_up_period":"30 Years","paid_up_period_numerical":30,"projected_cash_values": [ {"insured_age":15,"cash_value":10000 }, {"insured_age":65,"cash_value":2536016 }],"projected_death_benefits": [ {"insured_age":85,"death_benefit":150000 }],"future_cash_values_irr": [ {"irr_rate":0.08,"insured_age":65 }],"future_death_benefits_irr": [ {"irr_rate":0.05,"insured_age":85 }],"riders": [ {"name":"Guaranteed Insurability Rider", "description": "Allows you to get additional life insurance policies, at specific future intervals, without having to go through underwriting. The amount of coverage is limited to an additional $5m."
}, {"name":"Overloan Protection Rider", "description": "Can act as a hypothetical safety net, to prevent lapse, for policies where loans are planned, if qualifying conditions are met. "
}],"allocation_accounts": [ {"name":"Sample Fund","allocation_percentage":1,"fund_inception":2000,"average_historical_return":0.089,"min_historical_return":-0.9,"max_historical_return":0.5,"managing_institution":"Sample Asset Manager","fund_account_fee":0.005,"morningstar_rating":9,"fixed_current_interest":0,"fixed_guaranteed_interest":0,"indexed_floor_rate":0,"indexed_cap_rate":0,"indexed_participation_rate":0,"indexed_bonus_multiplier":"None","underlying_index":"S&P 500 Price Index" }],"plan_id":"1681150784604x148984488584282100","associated_request_id":"1681142208501x817915131724300300"}]