[WEBINAR] NA Web Based Software 201 from North American
Wednesday 07/26/2023 at 1:30 pm - 2:30 pm CDT
If you’ve mastered the basics of our web based software and are ready to learn more, this webinar is for you! Join us for tips on how to knock our indexed universal life product, Builder Plus IUL 3, illustrations out of the park! We’ll show you how to tailor your illustrations to include a double solve for distributions that can be used for college funding or help supplement retirement, along with premium and illustrated rates changes needed to meet your client’s needs! Plus, we’ll look at some additional reports that can be added to enhance your clients experience.
If you’ve mastered the basics of our web based software and are ready to learn more, this webinar is for you! Join us for tips on how to knock our indexed universal life product, Builder Plus IUL 3, illustrations out of the park! We’ll show you how to tailor your illustrations to include a double solve for distributions that can be used for college funding or help supplement retirement, along with premium and illustrated rates changes needed to meet your client’s needs! Plus, we’ll look at some additional reports that can be added to enhance your clients experience.
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