NY Business ONLY- Converting saved NL FlexLife cases to NL FlexLife II

As of Monday April 30th, NL FlexLife will be turned off in ForeSight. This means that previously saved NL FlexLife cases will no longer be available. To convert these previously saved NL FlexLife cases to NL FlexLife II cases, follow these steps:

Step 1: Prior to April 30th, go into ForeSight and select ‘Case List’ to access your previously saved cases.

 

Step 2: Open a previously saved NL FlexLife case that you would like to convert. NL FlexLife cases can easily be distinguished by looking at the Product column.

 

Step 3: Once the case has been opened, select ‘Copy To’.

 

Step 4: Select the desired Issue State and the desired Product Name (in this case NL FlexLife II).

 

Step 5: You have now copied over most of the information from your original NL FlexLife case to an NL FlexLife II case. At this point, it would be a good idea to take a quick look at all screens to make sure that your information has carried over correctly (specifically checking the Interest Rates screen as that information does not carry over from your original case). The NL FlexLife case that you just converted to NL FlexLife II is still open and can be viewed by simply selecting ‘Open Items’. Once you are satisifed with your NL FlexLife II case, select the ‘Save’ option.

 

Step 6: Enter a desired case Name and Folder Location. Then select ‘Save.

If you have any questions on how to convert previously saved NL FlexLife cases to NL FlexLife II using the ‘Copy To’ feature, please call the Sales Desk at 1-800-906-3310 for help.

 

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