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
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