Income Search Wizard

The Illustration Development Team is excited to announce a new version of the Income Search Wizard has been released!  The Income Search Wizard is a quick and easy way to calculate maximum tax-free income from Kansas City Life Company's Premier Protection Universal Life, EquiFlex Indexed Universal Life, and Compass Elite Indexed Universal Life.  The Accumulator Variable Universal Life will be added later this year.

Keep reading to learn about some of the key features of the wizard.

• Features live validation with helpful messages as inputs are given to the system.

• A faster calculation: click Run Wizard and within a few seconds you can immediately view the output summary located in the Results section at the bottom of the wizard.  You can quickly modify the input parameters as many times as needed to arrive at the best policy design for your client.

• A clear message if no income is generated.

• Users can transfer the Income Search case to the Quick Quoter where customization can be done including:

• The addition of riders and supplementals.

• Generate a full illustration which includes the Cash Flow Summary page.

• Applications can be added and electronically submitted for signatures.
• Each Income Search Wizard case is saved automatically for future retrieval.  Use the 'Save Case As' box to give each case a unique name.  On the history page, you can then search by Client Name or the saved named of the case to quickly find a specific case.

Don't hesitate to contact us if you have any questions on the Income Search Wizard or would like to walk through a case together!

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