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WinFlex Gold

 What is WinFlex Gold?

WinFlex Gold is a product certification that tests products for their ability to work in a multi-carrier environment. A Gold certified product will:

  1. Retain common data when switching between products
  2. Contain product questions and tabs in the WinFlex standard location
  3. Illustrate the Cash Flow and Ledger/UL/Term concepts
  4. Support the product Comparison (MultiPlan) report for non-variable products
  5. Successfully calculate a variety of product features such as loans and withdrawals

Products that are WinFlex Gold certified will be indicated with a Gold Star in WinFlex.

 Why is WinFlex Gold Important?
  1. Using Gold certified products saves you time when entering Client information and running Comparisons by saving data across carriers and products.
  2. The Gold certification insures basic product functionality across carriers and products, so you can have confidence when illustrating Gold products.
 Who Supports It?

For a complete list of carriers with Gold Certified products, see our WinFlex Company List. Carriers with WinFlex Gold Certified products will be indicated with a Gold Star.

 



   



 

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