In-force illustrations for Protective® Strategic Objectives II VUL and Protective® Investors Benefit Advisory VUL are now available.
With this new capability you can:
- Run “as is” illustrations Access previously generated illustrations
- Adjust interest rate assumptions
- Configure cash value targets at a specific age
- Set premium amounts and payment duration (years)
Your clients will also be able to generate in-force illustrations via their online portal, MyAccount.
To run an in-force illustration, log into finpro.protective.com:
- Select the customer from your dashboard.
- From the policy details page, select the link to generate an in-force illustration.
As a reminder, you now have access to a variety of VUL self service capabilities:
- View client’s personal rate of return since inception or over any time period
- Rebalance allocations to sub-accounts or pre-selected portfolios on a one-time or scheduled basis
- Complete fund-to-fund transfers across just one or many funds, including pre-selected allocation portfolios
- Allocate future premiums to sub-accounts and pre-selected portfolios
- Build and review the performance of custom portfolios
- Access servicing forms at the policy level