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Book Contents

Client Information Input

After selecting the appropriate life product to illustrate, the first thing you do is enter Insured and Risk Information of the proposed insured. After completing the Client Information pane, click Quick View in the navigation pane to preview the calculated illustration values or click on the next screen in navigation pane.

Show Alerts

On the toolbar, when the Show Alerts link is active, click the link to display a list of all validation alert messages.

Alert icons indicate the severity of the validation alert:

In This Section

Issue State

First Name

Middle Name

Last Name

Suffix

Gender

Birth Date

Issue Age

Rate Class

Table Rating

Flat Extra

Flat Extra Duration

Pension Underwriting

Owner Type