Updated order for Training Videos

We recently updated the order of our training video lists to be more user friendly for newer agents. This is especially helpful if you want to start out with videos over some basic topics and products, and then transition to more advanced topics when it's convenient for you.

To watch the training videos, log in to www.ikclife.com.  If you don't have a log in you can create one by clicking on the 'Create User' link.

Once you have logged in, click on 'Training' and then the 'Videos' tab.

This will take you to our Training Videos page.

To begin, choose one of the topics available or search a key word or phrase.

Next, choose the training video you would like to watch.

The video will now be loaded into the player.  Click on the play button to start the video.

Make sure to click on the expand button (as shown below) within the video player so that you can watch the video using your full screen.

We hope you find all of the videos helpful!  Please feel free to contact us if you have any questions.

The Illustration Development Team

1-800-572-2467 x8162

illustrationhelp@kclife.com 



Forms and Applications Wizard

We recently updated the Forms and Applications Wizard with a new look and easier functionality!  This wizard is a great and easy way to get all of the forms and applications for a case you're working on.  By answering a few questions, you'll get all of the forms and applications you need and they'll be state-specific, too!

In order to find the Forms and Applications Wizard, you will first need to log in to the illustration website, www.iKCLife.com.

Once logged in, hover over 'Illustrate' and click on 'Agent Home'.

Next, click on 'Forms and Applications Wizard' on the 'New Business Illustrations' tab.

This will bring up the Forms and Applications Wizard. If you want all forms and applications for a specific state, simply choose your state, leave the product set to 'None' and click on 'Run Wizard'.  This will generate one pdf named 'All Forms and Apps' with all forms and applications for all products that can be sold in that state.



If you know the specific product, select the product name from the drop-down list. Once the product has been selected, applicable questions will appear.  One of the questions you can answer here is what type of life application you want.  You can choose from Tele-App, Full Application, Change App or the Military Application.  Remember, the more questions you are able to answer, the more accurate the generated forms and applications will be. 

You'll also be asked if any riders are being added to the policy.  Check the box next to any rider that is on the policy.



Once you have answered all of the questions, click the 'Run Wizard' button.  Each form needed for the product will be listed, along with an "All Forms and Apps" option that includes all of the listed forms in one pdf.  To view a form in a new tab, click on the name of the form. Once the form opens, you can save or print it.  You can also right click on the name of the form and select 'Save link as...' to save the form to your computer.

Please don't hesitate to contact us if you have any questions.  We hope you like this updated Forms and Applications Wizard as much as we do!

Have a Great Day,

Illustration Development Team

1-800-572-2467 x8162

illustrationhelp@kclife.com



Version Release Page

If you've ever wondered what updates the Illustration Development Team has recently done there is an easy way to find to out!  The Version Release page will list out the most recent updates for both the online illustration system and the desktop system.

 

To find the Version Release page you must first sign into www.iKCLife.com.  Don't forget you can now sign into iKCLife using your kclic credentials!  Once signed in simply click on 'Version Release' which will pull up the latest release information for both systems.

 

 

Thank you,

 

Illustration Development Team

1-800-572-2467 x8162

illustrationhelp@kclife.com



Check out the new Income Search Wizard!

The Income Search Wizard is a new illustration enhancement that can be found on www.iKCLife.com!!

 

The Income Search Wizard is a quick and easy way to calculate maximum tax-free income from Kansas City Life Insurance Company's SuperNOVA Universal Life, FlexWealth Advantage Universal Life and EquiFlex Indexed Universal Life products.

 

Once you have logged into www.iKCLife.com there are two ways you can get to the Income Search Wizard.  The first way is by hovering over Illustrate and then clicking on Income Search in the drop-down list.

 

The second way to get to the Income Search Wizard is by clicking on the tab named Wizards and then selecting Income Search.



After entering the client data, simply click Run Wizard and within a few seconds you can immediately view the output summary located in the Results section of the Income Search Wizard.  The Wizard allows you to quickly modify the input parameters as many times as needed to arrive at the best policy design for your client.  Once the income search is completed and the desired results are achieved, simply print the proposal along with the appropriate sales forms.  Each Income Search Wizard case is saved automatically for future retrieval.

Please 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!

Have a Great Day,

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

Underwriting Requirements Guide

The Underwriting Requirements Guide can now be found in the Product Portfolio section on our online illustration system. This guide will tell you about Kansas City Life Insurance Company's financial and medical underwriting guidelines.

 

To find the Underwriting Requirements Guide you must first navigate to www.ikclife.com.

 

Next, click on 'Product Portfolio'.

Now, click on 'Underwriting Requirements Guide' and then 'Information'.

 

 

You will now see the information for the Underwriting

Requirements Guide.  Click on the picture of the guide to open it in a new tab.

 

 

Have a Great Day,

 

Illustration Development Team

1-800-572-2467 x8162

illustrationhelp@kclife.com



Ask the Development Team

 

One of the training tools that can be found on iKCLife is called Ask the Development Team.  This is a quick way to send us a question that you may have.  Some examples could be if you have a question on how to use the illustration system, a product related question, or a technical issue.  Ask away!

 

To access this tool you must first sign into www.iKCLife.com.

 

 

 

After you have logged in, click on 'Training' and then 'Ask the Development Team'.

 

 

You can now fill out the below form with your name, contact information, and the question you have for the development team.  This will be emailed directly to us and we will then either email or call you with the answer to your question. 

 

Have a Great Day,

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

Guide to Commission Calculations

 

Did you know we have a Guide to Commission Calculations that can be found on iKCLife?!  This guide covers everything from general information to specific commission facts on the different types of products Kansas City Life offers.  There are definitions, examples on how your commission will be calculated in different scenarios, and much more! 

 

To begin, navigate to www.ikclife.com and log in.  Don't forget you are now able to sign into iKCLife using your kclic.net credentials!

 

Once logged in, hover over 'Illustrate' and click on 'Agent Home'.

 

Next, click on the tab named 'Tools'.  On this tab you will see the link for the Guide to Commission Calculations. 

 

The guide can also be found when you're in the Illustration System.  Simply click on the below icon and the guide will open up.

 

Please don't hesitate to contact us if you have any questions.

Have a Great Day,

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