Inforce Illustrations Now Available on Most IULs

We have a new self-service inforce illustration tool available to use on inforce Income Advantage IUL, Life Protection Advantage IUL, and IULE policies. This new functionality will help you provide better ongoing service to existing IUL policyholders. It can be found on our SPA website through the ‘Sales & Marketing Tab’ and then navigating to the ‘Mobile & Online Quoting’ page.

Key considerations when accessing this tool include:

• You must be the writing agent of record to access this function, servicing agents cannot run inforce illustrations
• This tool is ONLY available with:
  • Income Advantage IUL inforce policies*
  • Life Protection Advantage IUL inforce policies*
  • IULE inforce policies*
    *Inforce policies must be at least one-year old
• Previous inforce illustrations are saved in the list for up to 14-days
• Chrome is the recommended browser