Purpose

Description
Purpose

Type : OLI_LU_HOLDPURPOSE
DescriptionNameValue
Bank Owned Life InsuranceOLI_HOLDPURP_BOLI18
Basic last expensesOLI_HOLDPURP_LASTEXPENSE31
BusinessOLI_HOLDPURP_BUSINESS3
Business LoanOLI_HOLDPURP_BUSINESSLOAN24
Buy/SellOLI_HOLDPURP_BUYSELL15
Cash AccumulationOLI_HOLDPURP_CASHACCUM35
Charitable GivingOLI_HOLDPURP_CHARITY33
Charitable Remainder TrustOLI_HOLDPURP_CHARREMTRUST9
Corporate Owned Life InsuranceOLI_HOLDPURP_COLI17
CreditorOLI_HOLDPURP_CREDITOR23
Critical illness protectionOLI_HOLDPURP_CI25
Deferred CompensationOLI_HOLDPURP_DEFCOMP12
Disability incomeOLI_HOLDPURP_DI26
EducationOLI_HOLDPURP_EDUCATION5
Employee BenefitOLI_HOLDPURP_EMPLOYEEBEN38
Estate LiquidityOLI_HOLDPURP_ESTLIQUID8
Estate TaxOLI_HOLDPURP_ESTATE28
Executive BenefitOLI_HOLDPURP_EXECBENEFIT6
Executive BonusOLI_HOLDPURP_EXECBONUS16
Family IncomeOLI_HOLDPURP_FAMILYINC21
Family ProtectionOLI_HOLDPURP_FAMILYPROTECTION22
Group Carve OutOLI_HOLDPURP_GRPCARVEOUT10
Guaranteed Issue Life InsuranceOLI_HOLDPURP_HOLI20
InvestmentOLI_HOLDPURP_INV7
Key manOLI_HOLDPURP_KEYMAN14
Loan IndemnificationOLI_HOLDPURP_LOAN34
Mass Marketing Life InsuranceOLI_HOLDPURP_MOLI19
Mortgage ProtectionOLI_HOLDPURP_MORTGAGE32
NoneOLI_HOLDPURP_NONE1
OtherOLI_OTHER2147483647
Partnership or closed corporation.OLI_HOLDPURP_PARTNER27
Pension maximizationOLI_HOLDPURP_PENSION39
PersonalOLI_HOLDPURP_PERSONAL4
Qualified PlanOLI_HOLDPURP_QUALPLAN37
RetirementOLI_HOLDPURP_RETIREMENT2
Simplified Employee Retirement PlanOLI_HOLDPURP_EMPRETPLAN13
Sole ProprietorshipOLI_HOLDPURP_SOLEPROP29
Split DollarOLI_HOLDPURP_SPLITDOLLAR11
Succession PlanningOLI_HOLDPURP_SUCPLAN36
TrustOLI_HOLDPURP_TRUST30
UnknownOLI_UNKNOWN0

Definition
Code showing purpose / goal of client for which this was sold.

Parents
Coverage Holding Rider SubAccount