Inforce Illustration Training

Register in advance for this webinar:

Have you ever found yourself in this situation?  You are meeting with your client and wish you had an in-force illustration showing them how their current policy is performing?   This webinar will show you how to run an in-force illustration, so you can be prepared when meeting with your clients.  This webinar is suitable for any agent with in-force business.  We will review how to change planned premiums, death benefit, strategy allocation changes, interest rate changes, and solve for income.   We will also review how to access annual statement, index confirmations, and other correspondence via the web portal.