Personal Plan(s)

This action is 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.

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Input (Search) Fields:

Field Name	Field Type	Example Value	Description
Personal Plan ID (Optional)	Text	8052128065x89026589	To retrieve information about a specific personal plan, you can map a personal plan ID from another trigger/action here.
Account User Email (Optional)	Text	[e-mail]	Can optionally be used to only show personal plans that are associated with a particular user in your account.
Client Email (Optional)	Text	[e-mail]	Can optionally be used to show personal plans associated with a particular client referred through your account.

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Output Fields:

Field Label	Field Type	Example Value	Description
Personal Plan URL	Text	https://app.whiteswan.io/personal_plan/john-doe	Direct link to view the personal plan.
Client Name	Text	John Doe	Full name of the client.
Client Email	Text	[e-mail]	Email address of the client.
Client Phone	Text	1234567890	Phone number of the client.
Intended Owner	Text	Acme Inc	Entity or individual intended to be the owner of the plan.
Intended Insured	Text	John Doe	Entity or individual intended to be insured by the plan.
Expiration Date	DateTime	2023-05-25T18:19:44.611Z	Date and time when the plan will expire.
Plan Success Manager	Text	Eric Mikolai	Name of the success manager associated with the plan.
Plan Success Manager Email	Text	[e-mail]	Email address of the success manager.
Plan Success Manager Phone	Text	1234567890	Phone number of the success manager.
Plan Success Manager Meeting Link	Text	https://calendly.com/eric_whiteswan/personal-plan-review	A link to book a meeting with the client success manager.
Personal Message	Text	Hi John! By comparing several options...	Personalized message from the success manager to the client.
Applied For	True/False	False	Indicates whether the plan has been applied for.
Insurer Name	Text	John Hancock	Name of the insurance company providing the plan.
Insurer Logo	Text	https://s3.amazonaws.com/appforest_uf/f1660780457493x297075060123930300/john%20hancock%20Logo.png	A logo image file of the insurer associated with this plan.
Product Name	Text	Sample Policy	Name of the insurance product.
Insurance Illustration PDF	Text	https://s3.amazonaws.com/appforest_uf/f1681150722309x32924951370300/john-doe-illustration.pdf	A link to the insurance illustration PDF provided by the insurer associated with this plan.
Prospectus PDF	Text	https:https://s3.amazonaws.com/appforest_uf/f1681150732287801017500398200/john-doe-prospectus.pdf	For variable universal life, a link to the prospectus PDF provided by the insurer associated with this plan.
Term Life Length (Text)	Text	10 Years	For term life, the length of the coverage in text.
Term Life Length (Number)	Number	10	For term life, the length of the coverage in numbers.
Assumed Annual Return (Variable Universal Life)	Number	0.08	For variable universal life, the assumed annual return of the plan.
Initial Death Benefit	Number	1000000	The initial death benefit of this plan.
Payment Schedule	Text	Monthly	The payment schedule for this plan.
Recurring Premium Amount	Number	258	The amount of premium planned per premium installment for this plan.
One Time Deposit	Number	1000	The one time deposit amount for this plan.
Policy Type	Text	Variable Universal Life	Type of insurance policy.
Main Goal	Text	Accumulation	Primary objective of the insurance policy.
Health Rating	Text	Preferred Plus	Assumed health rating for the plan.
Annual Retirement Income	Number	100000	Expected annual retirement income from the plan.
Total Retirement Income	Number	3000000	Total expected retirement income from the plan.
Years of Retirement Income	Number	20	Duration (in years) of the retirement income.
Annual Target Premium	Number	4500	The annual target premium for the plan.
Annual Total Premium	Number	6000	Total annual premium for the plan.
Paid Up Period	Text	30 Years	Duration (in text) after which no further premiums are required.
Paid Up Period Numerical	Number	30	Duration (in numbers) after which no further premiums are required.
Projected Cash Values	Line Item(s)	-	The projected future cash values for the plan.
-Insured Age	Number	15	Age of the insured when the projected cash value is calculated.
-Projected Cash Value	Number	10000	Projected cash values at future insured ages.
Projected Death Benefits	Line Item(s)	-	The projected future death benefits for the plan.
-Insured Age	Number	85	Age of the insured when the projected death benefit is calculated.
-Projected Death Benefit	Number	150000	Projected death benefits at future insured ages.
Projected Cash Value Internal Rates of Return	Line Item(s)	-	The projected future internal rates of return for the cash value of this plan.
-Insured Age	Number	65	The future age of the insured person when the IRR is calculated.
-Projected Cash Value Internal Rate of Return	Number	0.07	The internal rate of return at the future age.
Projected Death Benefit Internal Rates of Return	Line Item(s)	-	The projected future internal rates of return for the death benefit of this plan.
-Insured Age	Number	85	The future age of the insured person when the IRR is calculated.
-Projected Death Benefit Internal Rate of Return	Number	0.07	The internal rate of return at the future age.
Riders Included in Plan	Line Item(s)	-	The riders included in the plan.
-Rider Name	Text	Guaranteed Insurability Rider	Name of the rider.
-Rider Description	Text	Allows you to get additional life insurance policies...	Description of the rider.
Allocation Accounts/Funds	Line Item(s)	-	For Variable/Indexed Universal Life, the accounts to which the cash value is planned to be initially allocated to.
-Allocation Account/Fund Name	Text	Sample Fund	Name of the fund or account where allocations are made.
-Percentage Allocation	Number	0.75	Percentage of allocation to a fund or account.
-Fund Inception Year	Number	2000	Year when a fund was started.
-Fund Average Historical Return	Number	0.089	Average return of a fund.
-Fund Min Historical Return	Number	-0.09	The lowest historical annual return of a fund.
-Fund Max Historical Return	Number	0.5	The highest historical annual return of a fund.
-Fund Managing Institution	Text	Sample Asset Manager	Institution managing a fund.
-Fund Account Fee	Number	0.005	The annual fee of a fund.
-Fund Morningstar Rating	Number	9	The morningstar rating of a fund (0-10)
-Fixed Account Current Rate	Number	0.03	The current interest rate of a fixed account.
-Fixed Account Guaranteed Minimum Rate	Number	0.01	The guaranteed minimum interest rate of a fixed account.
-Indexed Account Floor Rate	Number	0	The floor rate of an indexed account.
-Indexed Account Cap Rate	Number	0.1	The cap rate of an indexed account.
-Indexed Account Participation Rate	Number	1	The participation rate of an indexed account.
-Indexed Account Bonus/Multiplier	Text	None	The bonus/multiplier of an indexed account.
-Indexed Account Underlying Index	Text	S&P 500 Price Index	The underlying index of an indexed account.
Personal Plan ID	Text	1681150784604x148984488584282100	Unique identifier for the personal plan.
Associated Request ID	Text	1681142208501x817915131724300300	ID of the request associated with the plan.