EquiFlex Now Available in the Quick Quoter

The Illustration Development Team is excited to announce that you are now able to illustrate both Indexed Universal Life products in the Quick Quoter with the recent addition of the EquiFlex!

Click here to check out the Quick Quoter, and start generating quotes for your clients right away!

As is the case with the Compass Elite, you are able to set premium allocation defaults for the EquiFlex.  Head right over to your preferences where these options are readily available.

You are also able to change the illustrated interest rates for both indexed accounts available for premium allocation, allowing for more flexibility when deciding the interest rate you would like to show your client.

In addition to releasing the EquiFlex, more updates have been made to the Quick Quoter!  You are now capable of adding an owner to an illustration.  In order to do so, you will select the Owner tab inside of the Client box and then fill out the necessary information.

As always, please contact us if you would like some help running any illustrations or need help getting started using the Quick Quoter.

Have a Great Day,

Illustration Development Team

1-800-572-2467 x8162

illustrationhelp@kclife.com