Is there a formula or free excel template to calculate % yield for insurance returns?

Agent said the percentage maturity yield is x%.. but I don’t understand how it is derived. Got free calculator online to help?

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Tan Choong Hwee

11 Jun 2021

Solutions Specialist at Providend

You can use XIRR function in Excel to calculate annualized internal rate of return. That is how maturity yield in an insurance policy benefits illustration document is derived.

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