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Updated illustration software
Submitted by Krishan on December 10, 2018 - 10:13am
The latest Concourse⢠update means you can now illustrate policy change proposals for par policies issued on or after Jan. 1, 2017.
We have training material available to guide you through the complete policy change process.
This update also includes:
New illustration features for additional deposit option (delayed start) as well as the ability to illustrate a dividend option switch from paid up additions to cash at a future date
Updated sales strategies
Refreshed and updated Life insurance underwriting requirements (age and amount) table
These changes make it easier to do business with us.