WinFlex
Express - A Simpler Version of WinFlex Web
WinFlex Express was developed
to allow you to quickly run more basic illustrations. We understand
that there are times when you are looking for a quick, easy
quote that does not include riders, endorsements or additional
benefits. The system is available for Universal Life,
Guaranteed Universal Life, Term and
Single Premium Immediate Annuity (SPIA) Products.
| Universal Life & Guaranteed
Universal Life |
For Universal Life and Guaranteed Universal Life, you will
simply need to input:
- Insured Name, Date of Birth Sex, and State
- Underwriting Class
- Agent Info
- Solve Type
- Face Amount
- Annual Premium
- Years to Pay
- Target Cash Value
Once the input is complete, you will be able to select up
to 4 products/carriers to review. WinFlex Express will generate
a supplemental concept ledger and the same carrier compliance
approved ledger available in WinFlex Web. Additionally, the
MultiPlan side-by-side product comparison will be available.
After reviewing your products, if you need to apply a carrier's
riders, endorsements or additional benefits, WinFlex Express
will link to the standard WinFlex Web system where these features
will continue to be available.
WinFlex Express will include both individual and joint Universal
Life and Guaranteed Universal Life products from the
following carriers:
- AIG American General
- American Mayflower
- Empire General
- First Colony
- GE Capital Assurance
- Jefferson Pilot Financial
- Lincoln Benefit Life
- Lincoln Life
- MassMutual
- MetLife Investors
- Mutual of Omaha - Companion Life
- Mutual of Omaha - United of Omaha
- Nationwide
- Pacific Life
- Principal Financial Group
- Protective Life & Annuity (NY only)
- Prudential
- West Coast Life
For Universal Life and Guaranteed Universal Life, you will
simply need to input:
- Basic client information
- Death benefit/premium
- Premium mode
The carriers available for Term include:
- American Mayflower
- Empire General
- First Colony
- GE Capital Assurance
- Lincoln Benefit Life
- Mass Mutual
- MetLife Investors
- Mutual of Omaha - Companion Life
- Mutual of Omaha - United of Omaha
- Protective Life & Annuity (NY only)
- Prudential
- West Coast Life
| Single Premium Immediate Annuity
(SPIA) |
For Single Premium Immediate Annuity (SPIA), you will be
asked to enter Solve Type, Single Premium/Initial Benefit,
Benefit Mode, Qualified Plan, Cost Basis, Purchase Date, Payout
Option Certain Payment Date Benefit Reduction Option (Joint)
and Payment to Survivor (Joint). The carriers available for
Single Premium Immediate Annuity (SPIA) include:
- Mutual of Omaha - Companion Life
- Mutual of Omaha - United of Omaha
You will be able to access the carriers for which you have
previously been approved.
We will continue to work with carriers to provide their products
through the system, and also continue to add product lines.
|
