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Balance Sheet

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When is life insurance included on a balance sheet?

Only the cash value of life insurance is included on a balance sheet. Because the death benefit of life insurance is not available to pay off liabilities while someone is alive, it is not included on a balance sheet as an asset. This means you will not see term insurance (which has a death benefit but no cash value) on a balance sheet at all. You wi...

Last updated: September 3rd, 2025 by Cyarah Rogotzke

How do I find the Balance Sheet?

Below are the steps on how to find the Balance Sheet page. Select a household from the main Households dashboard.    2. Select the Balance Sheet icon on the left side navigation menu.  ...

Last updated: September 3rd, 2025 by Cyarah Rogotzke

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