WinFlex and PlanFacts together, in real time, shows how the proposed life insurance quote solves the survivor shortfalls and provides protection for the client’s family or business. Creating a personal financial story for the client along with the sales illustration helps the agent close more life sales! The PlanFacts presentation provides easy to understand content with colorful graphs designed for the client to understand why they need life insurance and feel comfortable about the purchase of the product being presented by the agent or advisor.
If you are a BGA, IMO, broker dealer or carrier back office, Impact has available consumer fact finders that the agent can send to their client to complete so that the back office sales specialist can run the illustration and import it into a powerful presentation in PlanFacts, which the agent can then present to their client. For those agents and advisors who use WinFlex and PlanFacts at point of sale, you can quickly and easily import the illustrations. PlanFacts tools are optimized for mobile devices, such as an iPad, with a slick interface designed to engage the client at the point of sale.
In WinFlex 6.5, you can export an illustration and import it into any of Impact’s PlanFacts tools when you are proposing life insurance. If you are proposing a permanent product like Index Universal Life for example, the premium, death benefit, loans, withdrawals and cash value of the illustration can be quickly imported into any of the PlanFacts tools where you are proposing life insurance. The PlanFacts tools that can import WinFlex illustrations are: Retirement Road Map, Cash Flow Decisions, Qualified Plan Concepts, and Business Succession Planning.
WinFlex 6.5 Illustration Export and Import into PlanFacts—Easy to Setup and Use
Have your WinFlex administrator or Ebix support turn on the Impact export feature in WinFlex 6.5. You can also contact Impact Product Support at 704-688-4000 or email to firstname.lastname@example.org.
- After you calculate the life illustration in WinFlex 6.5, you will see an Impact button next to the illustration PDF on the results Summary screen. See theWinFlex screen above.
- Click the Impact button and save the link file on your computer or network.
- When you are in PlanFacts tools proposing life insurance, such as Cash Flow Decisions, there will be an option to import the link file. Select Load Illustration from Link File in PlanFacts and then the Import file button to browse to the WinFlex file you saved and select the illustration file. See below.