Quick View

Did you know you can quickly see the numbers for your new business case without running the full illustration?  To do so simply click the Quick View (binoculars) icon in the tool bar.  Currently the Quick View option is available on the new business online illustration system and desktop system for all Universal Life plans.

After clicking on the Quick View icon there is a drop down menu where you can choose what interest rate the numbers shown are based on.

By looking at the Quick View you can see how long the illustrations runs, the annualized premium each year as well as the cumulative premium,  income and total income amounts if a loan or withdrawal is on the policy, what the surrender value and accumulated value are, and the specified amount and death benefit.

Have a Great Day,

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

Multiple Owners Application Supplement

As of February 1, 2015, Kansas City Life Insurance Company only accepts applications that include all owners' signatures.  To ensure that all needed forms are generated a question about multiple owners has been added to the Forms and Applications wizard. 

If you have a case that has multiple owners check the box for the 'Are there multiple owners on the policy?' question.  Checking this box will add the correct multiple owners application supplement based on state and product after clicking 'Run Wizard'.

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