Forms and Applications Wizard

 

Unsure of what application and forms are required for a particular product?  The Forms and Applications Wizard is a great tool that can be used to provide you with everything you need.

 

To use the Forms and Applications Wizard, log in to www.ikclife.com.

Don't have a login?  No problem!  You can create one by clicking on the 'Create User' link.

Once you have logged in, click on the 'New Business Illustrations' tab and select the 'Forms and Applications' wizard.

 

 

 

In order to find all the forms and applications you will need for a pending policy, answer the following questions to the best of your knowledge and the Forms and Applications Generator will provide the necessary forms and applications that you will need.

Once you have answered the questions, click on 'Continue.'

Answer any additonal questions that appear.  When finished, click 'Submit.'

A listing of all the forms and applications needed for the policy will then be displayed.  You can click on the link next to any of the forms or applications to view, save, or print a copy or you can click on the last link to receive all the forms and application in one packet.

Sincerely,
The Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com

Adjusting the Interest Rate on an Inforce VUL

Interested in looking at a client's inforce variable universal life policy, but not sure how to adjust the interest rate?  Read on to see how this can be completed in a few simple steps.

 

 

To begin log in at www.ikclife.com.  If you don't have a login, you can create one by clicking on 'Create User.'

 

 

 

 

To access the policy, click on 'Run Inforce Illustrations' within the Inforce Illustrations tab.

 

 

 

 

Next, type in the policy number for your client and click 'Ok' to bring up the policy.  Don't forget to take note of the parameters necessary to pull up an inforce policy.

 

 

 

 

Clicking 'Ok' will pull up a summary of the policy.  Click on 'View Illustration' to view additional information for the policy. 

 

 

 

 

To change the interest rate on this inforce variable universal life policy, click on the wrench at the top.

 

 

 

 

 

Click on the 'Inforce Rates' tab and choose which product you would like to change the interest rate on by clicking on the Product Name.

 

 

 

 

 

This will bring up boxes at the bottom of the screen that will allow you to make changes.  Once you have made your changes, click 'Ok.'

 

 

 

 

 

When you run the illustration, you will see that the new interest rate(s) you chose are being displayed.

 

 

 

Please feel free to contact us with any questions you may have.

 

 

Illustration Development Team

1-800-572-2467 x8162

illustrationhelp@kclife.com