iPipeline,
New concepts and enhancements within the release of Illustration Suite, Version 7.1, include:
*Advanced sales functionality has been expanded to 30 concepts, including split-dollar comparison, term versus permanent, and mortgage acceleration.
*Two new needs analysis concepts, key person valuation and pension maximization, expand the total number of needs analysis concepts to 15.
*The passing of “solutions” from needs analysis to the illustration module enables the agent to carry over results of the customer’s analysis, such as future income needs, to model.
*The expanded treatment of the pension maximization concept in needs analysis easily and quickly determines how much insurance is needed to replace the “pension gamble.”
*The illustration module has an improved user experience including a single-screen entry across life and annuity product lines.