October 1, 2024
SurvivorLife IUL Inforce Illustrations
You can now run inforce illustrations for SurvivorLife.
We’re excited to announce that inforce illustrations are now available for SurvivorLife policies!
Here’s how to run an inforce illustration:
- Go to agent portal and log on.
- Select ‘Inforce Illustrations’ in the quick access menu (indicated by the lightning bolt icon) at the top right.
- You’ll see a list of all your active, issued, and pending lapse policies. Find the policy (or use the policy search box above the list) — and click on the policy number.
- Select Run Illustrations at the top right. This will open the illustration system in a new window — with the inforce policy information loaded.
- Change coverage amounts, premium payments, withdrawals, riders, etc., as needed.
- Select Run Reports.
- Discuss the inforce illustration with your client.
New to illustrations?
Look in our NLG Training Calendar for Illustration Basics Training. Our next session is on September 18 at 2:00 pm (EDT).
