If the program has terminated abnormally, BeneView may think someone is still logged on when they aren't. At the new case menu, choose Detailed Data Entry. Data Reports will now be available. The Balance Sheet is only showing Assets and Liabilities . The Data Reports only show assets as of today.
Insurance is shown in the flowcharts at the death of each spouse.
I entered growth for the charitable gift but am still getting zero growth on the printouts. Since many of the displays in BeneView are comparisons between making and not making the gift, if you have zero growth for the basic assets, BeneView assumes a zero growth for the charitable plan as well. Moving the date of death out one year will fix this. I have changed my data and the Portfolio is printing old data. The Portfolio is historical.