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
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