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Tuesday, May 17, 2011

Triple Option UL Supplemental

To help you in showing various options to your clients, we have added the Triple Option UL Supplemental to the Illustration System.  This is a great tool to use to show clients how their coverage can be met by Term, Cashback, or Universal Life coverage without running each illustration separately.

To add the Triple Option UL Supplemental, checkmark the box while entering your client information.


Once all of your client information has been entered and you run the illustration, the Triple Option UL Detail will be included.

The Triple Option UL Supplemental will take the entered information for the client and display it in three ways:

Scenerio 1 will display all coverage met by a Level Term product.

Scenerio 2 will display all coverage met by a Cashback product.

Scenerio 3 will display all coverage met by a Universal Life product.  Please
                 note that this scenerio will be figured using the target premium.



This is a great way to show your clients some quick , side-by-side options, all on a single page, without running three separate illustrations. 

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

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