New Personal Plan

This trigger runs each time a new personal plan is delivered to an end-user referred through your White Swan account.

If a request has multiple personal plans associated with it, such as from a change request or after a call with the success manager, each new plan will cause this trigger to run.

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Data Returned by the Trigger:

Field Label	Field Type	Example Value	Description
Event Message	Text	We just delivered a new...	Message detailing the event.
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 schedule 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 of the insurance company providing the plan.
Product Name	Text	Sample Policy	Name of the insurance product.
Product Illustration PDF	Text	https://s3.amazonaws.com/appforest_uf/f1681150722309x32924951370300/john-doe-illustration.pdf	A PDF of the insurance illustration document provided by the insurance company.
Prospectus PDF	Text	https:https://s3.amazonaws.com/appforest_uf/f1681150732287801017500398200/john-doe-prospectus.pdf	For variable universal life plans, a PDF of the prospectus.
Term Length (Text)	Text	10 Years	For term life, the length of the coverage in text form.
Term Length (Number)	Number	10	For term life, the length of the coverage in number form.
Variable Universal Life Assumed Annual Return	Number	0.08	For variable universal life, the assumed annual return.
Initial Death Benefit	Number	1000000	The initial death benefit of the plan.
Payment Schedule	Text	Monthly	The schedule for premium payments, either Monthly or Yearly.
Recurring Premium Payment	Number	50	The amount of premium planned to be paid in each installment.
One-Time Deposit Amount	Number	2000	The amount of the one-time deposit planned for the first premium of 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)	-	Projected cash value growth for this 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 the future insured age.
Projected Death Benefits	Line Item(s)	-	Projected death benefit growth for this 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)	-	Projected future internal rates of return on the cash value of this plan.
-Insured Age	Number	65	Age of the insured when the projected IRR is calculated.
-Internal Rate of Return	Number	0.076	The IRR of the cash value at the future insured age.
Projected Death Benefit Internal Rates of Return	Line Item(s)	-	Projected future internal rates of return on the death benefit of this plan.
-Insured Age	Number	85	Age of the insured when the projected IRR is calculated.
-Internal Rate of Return	Number	0.076	The IRR of the death benefit at the future insured age.
Riders	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 Account/Funds	Line Item(s)	-	For Variable/Indexed Universal Life, the accounts/funds that the cash value is initially planned to be allocated to.
-Account/Fund Name	Text	Sample Fund, Fixed-interest Account	Name of the fund/account.
-Percentage Allocation	Number	0.75,0.25	Percentage of allocation to the fund/account.
-Fund Inception Year	Number	2000	Year when a fund was started.
-Average Historical Return	Number	0.089	Average historical annual return of a fund.
-Min Historical Return	Number	-0.09	The minimum historical annual return of a fund.
-Max Historical Return	Number	0.5	The maximum historical annual return of a fund.
-Fund Managing Institution	Text	Sample Asset Manager	Institution managing a fund.
-Funt Account Fee	Number	0.005	The annual management fee of a fund.
-Morningstar Rating	Number	9	The morningstar rating of a fund (0-10)
-Fixed Account Current Interest Rate	Number	0.03	The current interest rate of a fixed account.
-Fixed Account Guaranteed Interest Rate	Number	0.015	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.