Introducing the LifeTrack Performance Summary

A new policy monitoring service offering unmatched transparency to support you and your clients

Helping clients better understand how their policy is performing and keeping them on track to meet their goals is getting easier. Starting this month, your clients with IUL policies issued after June 2018 will receive a LifeTrack Performance Summary which will provide:

• An intuitive look at a policy’s current value
• Easy-to-read graphs comparing actual policy performance vs. the new business illustration
• Reminders of planned policy actions, both short- and long-term, to help you service inforce policies

With this one-of-a-kind tool in hand, your clients will be better informed about their policies, enabling more productive policy review meetings.

This policy monitoring service is being provided at no charge and will be automatically generated with the annual statement for policies issued after June 2018, beginning in the second policy year. While clients with single-life IUL policies will be the first to receive a LifeTrack Performance Summary, we plan to roll it out to additional customers in 2021, including UL and survivorship policies.

The LifeTrack Performance Summary is in addition to LifeTrack billing — which remains a complimentary, optional service that can adjust premiums automatically to help keep a policy on track.