InteFlex The Industry Standard United Systems Advisory Council - January 16-17, 1997.
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InteFlex The Industry Standard United Systems Advisory Council - January 16-17, 1997
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Transcript of InteFlex The Industry Standard United Systems Advisory Council - January 16-17, 1997.
InteFlexThe Industry Standard
United Systems Advisory Council - January 16-17, 1997
The Vision
• Leading Advanced Sales system
• Single-system access to all carriers
• Integrate with all agent applications• Express, FastForms• Databases (OLifE)• Graphics
B+
AA-
It’s Everywhere!
• InteFlex is the Industry Standard
• Currently Available– 25 Carriers– 236 Products
Current InteFlex Carriers
Aetna LifeAlexander HamltnAll American LifeAmerican GeneralAmerican MayflwrCanada LifeChubb LifeCompanion LifeFirst ColonyFortis BenefitsHartford LifeLife Investors
Lincoln SecurityMerrill Lynch LifeMetropolitan LifeNew England LifeNew York LifePhoenix HomeSecurity-CTSouthland LifeTransamericaUnited of OmahaUnited States LifeWest Coast Life
Still Growing!
• Under Development– 5 Carriers / 27 products
• CIGNA• Jefferson-Pilot• John Hancock• Manulife• Sun Life
Support for All Products
• Whole Life (Par)
• Universal Life
• Term
• Variable Life
• Survivorship
• First-to-Die
Support for All Concepts
• Split Dollar• Deferred Comp• Group Carveout• Exec Bonus• Estate Tax Funding• Pension Max• Financial Alternatives• Term vs. Permanent• Mortgage Acceleration
Support for All Features
• Composites
• Product Comparisons– Compare 2 Products (InteFlex)– 4-Product Spreadsheets (WinFlex)
• Compare 3 Interest Rates
• Compare Joint vs. Single Life
• Import Case Files
