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Friday, April 29, 2011

Crossover Point Supplemental

The Crossover Point is an excellent supplemental that can be used to show the client, in terms of net cost, that it costs less to purchase a Cashback product over a traditional term due to the return of premium received.

To see how this can be set up within the Illustration System, view the video below:

Wednesday, April 20, 2011

Term Quote Sheet

The Term Quote Sheet is an excellent way to show a client multiple term options without running individual illustrations for each.  This wizard within the Illustration System allows you to print a single page with premium amounts for various term products that the client can then review.

Click below to view a quick "How-To" video that explains how this can be accomplished in the Illustration System.



Jill Parsons
Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com

Friday, April 15, 2011

Triple Option Term

Looking for a quick way to show your clients a combination of both Term and Return of Premium Term Life Insurance options?  The Triple Option Term is an excellent way to accomplish this!  When illustrating a Term or Cashback Life policy, you will have the option to select "Triple Option Term."

The Triple Option Term Supplemental is currently available to be run for the products and minimum specified amounts noted below:


 Click below to view a quick "How-To" video on how this supplemental can be included with your Illustration for the client!




Questions? Comments?  Feel free to contact me!

Jill Parsons
Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com