WISELY FINANCIAL
New York Life | Joyce J. Yoo
SELECT ILLUSTRATION TYPE
Choose the type of analysis you would like to generate for your client.
Life Insurance IRR
Internal Rate of Return analysis comparing life insurance cash value and death benefit performance against a taxable side fund investment.
Cash Surrender Value IRR
Tax-Effective Yield (TEY)
Death Benefit IRR
Side Fund Comparison
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Investment Fund Life Insurance
Compares a brokerage account invested at a reinvested rate against life insurance policy values, showing combined liquidity over time.
Brokerage EOY Balance
Life Insurance Premiums
CSV and Death Benefit
Combined EOY+CSV Liquidity
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Combined Illustration
Generates both IRR Analysis and Investment Fund illustrations from a single PDF upload, delivering a complete client picture in one report.
Life Insurance IRR Analysis
Investment Fund Illustration
Single PDF Upload
Unified Excel + PDF Export
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