September 21, 2023

Adding US Pacesetter Is Easy!

Clients can use the app or web portal to manage their policy.

Clients can start taking advantage of the US Pacesetter index crediting strategy (no cap), starting September 23 (for the October 14 sweep date).

Adding US Pacesetter to the index crediting mix is easy for your clients.

In the customer app

  1. Select Policy
  2. Go to Allocations
  3. Tap Change Strategy Allocations
  4. Update the percentage of accumulated value that you wish to allocate to US Pacesetter

In addition to changing strategy allocations, clients can take care of a variety of tasks, including:

  • Reviewing policy details and balances
  • Making policy payments
  • Paying off loans
  • Managing auto payments
  • Signing up for account alerts
  • Accessing agent contact information

 

 

On the NLG Customer Web Portal

Clients can also use the customer web portal. Once logged in, here’s how your customers can update strategy allocations:

  1. Go to Self-Service
  2. Select the policy you want to update
  3. Update the percentage of accumulated value that you wish to allocate to US Pacesetter

US Pacesetter inforce availability

For the October 14 sweep dates, the US Pacesetter Index will be available for the following policies:

  • FlexLife and PeakLife IUL policies issued between 10/28/2019 and 09/24/2022 (except in NY)
  • SurvivorLife IUL policies issued between 05/03/2021 and 09/24/2022 (except in NY)