INVESTORS TRUST ELECTRONIC ILLUSTRATION PLATFORM · a Electronic Illustration Platform for...
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www.investors-trust.com INVESTORS TRUST ELECTRONIC ILLUSTRATION PLATFORM FOR INTRODUCERS USER GUIDE »
Transcript of INVESTORS TRUST ELECTRONIC ILLUSTRATION PLATFORM · a Electronic Illustration Platform for...
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INVESTORS TRUST ELECTRONIC ILLUSTRATION PLATFORMFOR INTRODUCERS
USER GUIDE »
Electronic Illustration Platform for Introducersa
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f Accessing the Electronic Illustration Platform
In order to access the Investors Trust Electronic Illustration, Introducers need to log in to their Private Account Access Page.
Once logged in their Account Access Page, Introducers will have to click on their Introducer codes under 3 My Accounts in order to enter into their Introducer Inquiry page.
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Electronic Illustration Platform for Introducersa
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f Electronic Illustration Link
Once in their Introducer Inquiry page, Introducers will see the tool 1 Electronic Illustration listed under the Electronic Platform tab of the main menu.
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Electronic Illustration Platform for Introducersa
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f Electronic Illustration
This link will lead to the Welcome page of the Electronic Illustration Platform, where the preferred language needs to be selected. After 1 selecting the language, please click on the 2 Enter button in order to begin the process.
Please note that upon language selection, the following pages of the site will be displayed in the selected language only. If you would like to change the language at any point during the illustration process, you will be required to return to the welcome page and start the process again.
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Electronic Illustration Platform for Introducersa
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f Selection
Please select one of the following:
Create a New Illustration for an Individual: Select this option to start a new illustration for an Individual Client. At a later stage you will have the option to store the illustration for future access.
Create a New Illustration for a Corporation: Select this option to start a new illustration for a Corporation. At a later stage you will have the option to store the illustration for future access.
Create a New Illustration for an Existing Client: Select this option if you want to create an illustration for a client to whom you have previously created an illustration using this platform. This feature will conveniently expedite the process as the personal or corporate information fields will be automatically prefilled with the participant’s information.
Open a Previously Saved Illustration: This option will give you the opportunity to view illustrations previously created using this platform. By using this feature you can view the illustration, make changes and print it.
After making the selection, please click 1 Next to continue to the next section.
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f Create a New Illustration for an Individual
First Plan Participant Information
Personal Information
Complete the required Personal Information in the appropriate fields 1 .
Date of Birth: Note that you should consider the minimum and maximum issue ages for each plan.
Adding a Joint Plan Participant 2 :
Add an individual as a joint plan participant: by selecting this option, the page will extend to display the fields for the Personal Information of the second plan participant.
Add a corporation as a joint plan participant: by selecting this option, the page will extend to display the field to indicate the Company Name only.
Add an existing client as a joint plan participant: this option will allow you to add an existing client, to whom you have previously created an illustration using this platform.
Please note that you can use the 3 delete joint plan participant option to cancel the addition of a joint plan participant.
After completing the required information, please click 4 Next to continue to the next section.
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First Plan Participant Information
Corporate Information
Indicate the Company Name and complete the required Information 1 for the individual to be insured under the policy.
Date of Birth: Note that you should consider the minimum and maximum issue ages for each plan.
Adding a Joint Plan Participant 2 :
Add an individual as a joint plan participant: by selecting this option, the page will extend to display the fields for the Personal Information of the second plan participant.
Add a corporation as a joint plan participant: by selecting this option, the page will extend to display the field to indicate the Company Name only.
Add an existing client as a joint plan participant: this option will allow you to add an existing client, to whom you have previously created an illustration using this platform.
Please note that you can use the 3 delete joint plan participant option to cancel the addition of a joint plan participant.
After completing the required information, please click 4 Next to continue to the next section.
Create a New Illustration for a Corporation
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Electronic Illustration Platform for Introducersa
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f Product Selection
The first step of the Product Selection is to indicate if the illustration will be for a New Policy (Base) or for a Rider of an Existing Policy.
Product Information
After, select the 1 Investment Product from the dropdown menu.
Enter the desired 2 Total Annual Contribution or Lump Sum Contribution Amount, depending on the Investment Product Selected.
If a Regular Contribution plan is selected, the 3 Payment Frequency from the drop down box must be selected. Once this is selected, the Regular Contribution field will automatically indicate a calculated amount, based on the Total Annual Contribution entered and Payment Frequency selected.
If a Lump Sum plan is selected, the fields Payment Frequency and Regular Contribution fields will be automatically disabled.
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Electronic Illustration Platform for Introducersa
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f Product SelectionContinued
Effective date 4 : These fields will be defaulted to the current date
Projected Interest Rate 5 : If a Regular Savings Plan, Single Premium Platinum Plans, or S&P 500 Index Plans are selected, the 1st Projected Interest Rate will be defaulted to 6% and the 2nd one can be modified, ranging from 3% to 15%.
If one of the Fixed Income Portfolio Plans is selected, the Projected Interest Rates will be displayed according to the fixed, or minimum and maximum rates available for the product, posted in the Investors Trust website.
After completing the required information, please click 6 Next to continue to the next section.
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Interactive Graph 1
In order to provide your client with a better understanding of the values illustrated, you can simplify the view of the graph by clicking on the options of the legend (Total Premium Paid, Account Value, Cash Surrender Value) and selecting the ones you would like to review at the time. Additionally, you can use your mouse cursor to obtain the values of each bar from the graph.
This is the last step of the process. After reviewing the illustration you will have the following options 2 :
Previous: Allows you to go back to make any changes.
Save: Stores the illustration for future accesses.
Print Preview: Generates a print friendly illustration in a PDF format.
Electronic Application: Directly access to the Electronic Application Platform in case the client would like to continue with the subscription process.
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Illustration
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f Additional Features
These features were created with the purpose to provide you convenience when accessing the Electronic Illustration Platform in the future, as you will be able to quickly retrieve previous created illustrations and clients’ stored information. Below you will find more details for the use of these features:
Create a New Illustration for an Existing Client 1 : Once you select this option, the platform will display a list of all clients to whom you have previously created an illustration using this platform. Additionally, you can narrow the results by using the filters provided in the page.
After selecting the client, click Next to continue to the Create Illustration section.
Open a Previously Saved Illustration 2 : Once you select this option, the platform will display a list of all illustrations that you have previously created using this platform. Additionally, you can narrow the results by using the filters provided in the page.
After selecting the illustration, click Next to go to the Illustration section.
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