Insurance | New features for you and your clients

Wealth Maximizer option

Your clients can now get the most out of their Genesis universal life insurance policy thanks to a new Face Amount + Fund with Wealth Maximizer death benefit option, available today. 

Offered with yearly renewable term (YRT) costs, the Wealth Maximizer option will allow your clients to:

• Maximize their cash flow
• Lower their insurance costs
• Maximize the tax incentives of their policy

Feel free to use the promotional document with clients looking to maximize their savings in their insurance policy.

Transition T100 10-year payment option

Transition critical illness now offers additional permanent coverage with its 10-year quick pay option. This option allows your client to be free of their financial obligations sooner and enjoy the same benefits as the T100 20-year payment.

The new Transition T100 10-year payement also offers the possibility to cover the insured for 4 illessess and/or 25 illnesses in addition to juvenile illnesses

Inform your clients today! 

New features are available in the Interface Suite

Don't forget to download the most recent version of the Interface Suite, which offers you new features such as:

1. Determine the face amount according to the client's budget

The new illustration can determine the face amount based on a given premium corresponding to the client's budget. Advisors can also indicate the face amount the client wishes to insure to determine a corresponding premium.

2. Enhanced experience

Several new features have been added to the Interface Suite to simplify your experience. It is now possible to duplicate or reset a scenario, add the title of the sales representative and access the product guide directly through the illustration. You will also be able to illustrate premiums that vary annually according to the client's budget or objectives. 

3. Canada Post validation in EVO application

When you enter a client's address in EVO, the tool will format the address similar to that of Canada Post. Internet connection is required to use this function.