Survivor Cash and Income Needs Package

If something happens to you or your spouse, how will your family replace your earning power, as well as pay for the cash needs that may arise at you or your spouse’s death?

This package can now be presented to clients by using the Illustration Software.

1.     To begin, click on Family Market in Tools > Wizards within the Illustration System.

2. Input the Package Name and select the Survivor Cash and Income Needs Package and click "Next."

Print Blank Fact Finder— Clicking on this feature will allow you to print a blank Fact Finder that could be taken with you when you meet the client(s).  The Fact Finder can be filled out and the information can be input in the Illustration System at a later time.

Print Fact Finder— At any point, you may preview and/or print the current progress of your Survivor Cash and Income Needs analysis.  Any information you have input in the system up until that point will be included in the ‘Print Fact Finder.’

3. Choose the "Included Income" option you would like to see from the drop-down and enter the client(s) information.  When finished, click "Next." 

4.  Click on each of the categories on the left-hand side and enter monetary amounts in each field on the right.  When finished with all categories, click “Next.”

5.  Information previously entered for the client(s) will automatically be pre-filled below.  Select the Need Solution type and make any modifications necessary to the life product, risk class, etc. and then click “Finish.”

 6.  Your package will then be included with the illustration(s) generated.  Running the Composite Illustration automatically generated by the system will include all illustrations and the package together so that they may be printed and presented to the client(s).

Questions? Comments?  We’d like to hear from you! 

Illustration Development Team

1-800-572-2467 x8162

Illustrationhelp@kclife.com