Activities

  • ForeSight™ generates NAIC- and NASD-compliant sales illustrations and fully supports:
    • Survivor needs planning, estate planning, education funding, retirement planning
    • Sales concepts (buy term & invest, mortgage acceleration, pension maximization, stretch IRA)
    • Advanced marketing (split dollar, executive bonus, deferred compensation, key person)
    • Supplemental reports (commission reports, product guides, underwriting guidelines)
    • In-force illustrations (with the ability to query administration system for existing policy data)
    • Smart forms library (rules guided selection - for all applications and ancillary forms)
    • Fillable forms (fill, sign, submitted electronically—to a 3rd party order entry partner, a sales desk, or your home office for straight-through-processing)

  • Be confident that your products will be effectively communicated and positioned and your sales will be expediently closed and processed.