Abstract: An apparatus includes a display, a memory, and a processor. The memory stores events and available conversion options for a policy. The events include a conversion expiration event occurring on a conversion expiration date. Each conversion option is associated with a new policy type into which the policy is convertible prior to occurrence of the conversion expiration event. The processor presents a first page of a GUI, displaying a timeline of the events. The first page also displays a feature selectable to investigate the available conversion options. In response to receiving information associated with a selection of the feature, the processor presents a second page of the GUI, displaying the conversion options. The processor receives information associated with a selection of a first conversion option, and, in response, displays a graph illustrating the behavior of the policy upon conversion to the new policy type associated with the first conversion option.

Abstract: An apparatus includes a display, memory, and processor. The memory stores information associated with subaccounts of an account. The processor receives a request to display the information. The processor displays a table that includes the names of the subaccounts, premium payment allocation amounts assigned to the subaccounts, and values of the subaccounts. The processor displays a graphical illustration associated with the account, that includes a first set of sections associated with the allocation amounts and/or a second set of sections associated with the values. Each section defines an area on the display that is proportional to the corresponding allocation amount or value. The processor further receives an indication associated with one of the subaccounts. In response, the processor emphasizes the row of the table and at least one of the sections assigned to the subaccount.