Have you ever wondered what illustrated rate you should use on your EquiFlex Indexed Universal Life (IUL) proposal? If so, the Illustrated Interest Rate Consumer Sheet (form 11711) is a great supplemental you can read to learn about the historical probability of the Standard & Poor's 500 (S&P 500) Index. This supplemental is also an excellent tool to show to clients to give them an acceptable level of confidence that the illustrated assumptions will be met.
To add the Illustrated Interest Rate Consumer Sheet to your EquiFlex illustration check the 'Illustrated Rates' box in the 'Supplementals' section. This supplemental is available to be added to your illustration using the desktop system, online new business system, and the Income Search wizard on iKCLife.
If you're wanting a stand alone copy of the form you can find one in the Product Portfolio and Online Sales Materials Catalog sections on iKCLife.
Please contact us if you have any questions!
Have a Great Day,
Illustration Development Team
1-800-572-2467 x8162