Did you know you can change the illustrated interest you use on your illustrations? For example, say you want to take a look at illustrations using the new maximum illustrated rates for the EquiFlex Indexed Universal Life. Effective September 1, 2015, the maximum illustrated rate for the EquiFlex will be 6.88% and for the EquiFlex (IN, PA) it will be 6.32%. Keep reading to learn how to make this change on both the online illustration system and the desktop system.
If you are using the online illustration system
1. Select the wrench icon at the top of the input screen.
2. Select the name of the product whose interest rate you would like to change.
3. You can now edit the interest rate below the list. Once you have changed the interest rate to what you want to illustrate at, click 'OK'.
4. You will see a confirmation message that lets you know the rates were successfully updated. Clicking on the 'Illustration System' icon in the upper left corner will then return you to the input screen.
If you are using the desktop system
1. First, select the wrench icon at the top of your window.
2. In the options window that opens on your screen, select the 'Individual Life' tab.
3. Next, select the 'Interest Rates' tab.
4. Double click the 'Current' rate you are wanting to update. After you input the rate you want to use, click the 'OK' button to accept the changes.
Have a Great Day,
Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com
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