Letters to Policyholders

In mid-October, letters were sent to policyholders in accordance with the Gramm-Leach-Bliley Privacy Act.  To view a list of your policyholders that received a letter, simply navigate to www.ikclife.com.

Once you have logged in, click on "Agent Home" and select "Alerts."  To view the list of policyholders that received a letter, simply click on the letter types highlighted below and the information will be displayed.

Illustration Development Team

illustrationhelp@kclife.com

Income Assured Option Fact Finder

iKCLife has a new and exciting Income Assured Option Fact Finder!

To access the Income Assured Option Fact Finder, log in to www.ikclife.com.  If you don't have a login, you can create one by navigating to www.ikclife.com and clicking on the icon highlighted below:

After you have logged in, navigate to "Agent Home," click on the "Wizards" tab, and select the "IAO Fact Finder."

Once the IAO Fact Finder is displayed, fill in the appropriate information to determine Survivor Income Needs at Death.  If you have a question on what any of the fields mean or how an amount is calculated, simply take your cursor and place it over the question mark next to the field and a description will be displayed.  Once you have filled in all of the appropriate information, click "Next."

Next, fill out the appropriate values for the Survivor Cash Needs at Death.  Make sure to include any existing life insurance at the bottom.  Once you are satisfied with your inputs, click "Next."

Information based on your inputs will then be displayed on the page.  This will sum the Survivor Income Needs at Death and the Survivor Cash Needs at Death minus any existing life insurance to give a total death benefit that would be necessary to cover urvivior income and cash needs at death.

Clicking "Generate PDF" will place this information in a printer friendly format that you can then show your clients!

Illustration Development Team

illustrationhelp@kclife.com

Inforce Requester

Did you know that you can request inforce policy illustrations at www.ikclife.com?! 

To request an inforce policy illustration, navigate to www.ikclife.com and click on Inforce Requester.

Fill in the necessary information for your request. 

Select "Current" from the dropdown if you would just like a current illustration.  If you would like something other than a current illustration, select "Other" and type in a description for your request.  Be sure to fill in all necessary information so we can contact you if needed. 

Once you have filled in all of the information click "Submit Request."  When possible your request will be generated and sent to the email we have on file within seconds!

Illustration Development Team
illustrationhelp@kclife.com

Triple Option UL

The Triple Option UL is another wizard that is now available on iKCLife.  This wizard can now be run without use of the Illustration System.

To access this wizard, navigate to www.ikclife.com and log in.

Note: if you don't have a login, you can get one set up by navigating to www.ikclife.com and clicking on the icon highlighted below:

Once you have logged in, click on Agent Home and the Triple Option UL Wizard under the Wizards tab.

When the wizard is displayed, fill in the information for the client and click "Run Wizard."

The output will then be displayed which will show side by side scenerios of a Term, Cashback, and Universal Life Product for the client.

The Illustration Development Team

illustrationhelp@kclife.com