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For Producer Use Only
Two new life-illustration supplements help summarize some key components of their SuiteLife policies!
Power of Guarantees Supplement (Secure SuiteLife Only) On a single page in a client-friendly presentation, your clients will see their guaranteed Return-of-Premium values, living-benefits values and death benefit values. This supplement is added automatically to all Secure SuiteLife illustrations.
Life Expectancy Snapshot Based on the client's age, gender and underwriting class, this supplement shows non-guaranteed Cash Surrender Value, living benefits and death benefits at the client's life-expectancy age.
When creating an illustration, before you select either "View Illustration" or "Email Illustration," check the "Life Expectancy Snapshot" box to include this additional page with your illustration. The illustration supplement will appear at the end of the resulting illustration, just prior to the Disclosure Page.
FAQs For more information about Life-product illustrations, go to FAQs on the Quick Links menu on the Agents.EquiTrust.com home page; or click here.
Life-Product Illustrations are Easy! To build an illustration, click here. Login is required.