The Income Search Wizard is a new illustration enhancement that can be found on www.iKCLife.com!!
The Income Search Wizard is a quick and easy way to calculate maximum tax-free income from Kansas City Life Insurance Company's SuperNOVA Universal Life, FlexWealth Advantage Universal Life and EquiFlex Indexed Universal Life products.
Once you have logged into www.iKCLife.com there are two ways you can get to the Income Search Wizard. The first way is by hovering over Illustrate and then clicking on Income Search in the drop-down list.
The second way to get to the Income Search Wizard is by clicking on the tab named Wizards and then selecting Income Search.
After entering the client data, simply click Run Wizard and within a few seconds you can immediately view the output summary located in the Results section of the Income Search Wizard. The Wizard allows you to quickly modify the input parameters as many times as needed to arrive at the best policy design for your client. Once the income search is completed and the desired results are achieved, simply print the proposal along with the appropriate sales forms. Each Income Search Wizard case is saved automatically for future retrieval.
Please don't hesitate to contact us if you have any questions on the Income Search Wizard or would like to walk through a case together!
Please don't hesitate to contact us if you have any questions on the Income Search Wizard or would like to walk through a case together!
Have a Great Day,
Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com
