The Overview Chart shows overall account balance and cash flow to the client, spouse, children (beneficiaries), and grandchildren (other beneficiaries). If there is a need for life insurance to pay projected inheritance taxes, it is shown as well.
By clicking on the Show Accumulated Distributions, (at the bottom right) the accumulated distributions of the account are shown (see below).
Additionally, by clicking on the "RMD Chart" or "Both Charts", the displayed chart can be changed. If "Both Charts" is checked, right clicking over either of the charts allows for the charts to be displayed side-by-side or above-below each other.
