myTransware - UL Products

Case Name

Case Categories

Producer

Default Producer:

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Illustration

Illustration Date

Back Date

Illustration Back Date

Policy Number

Proposed Insured

Insured

Full Name

DOB (mm/dd/yyyy) / Age

Age LAST Birthday

State

Gender

Risk Class

Substandard Table Rating

Flat Extra Amount

Flat Extra Year(s)

Perm Flat Extra

Policy Design

Solve

Goal Tracker

Life Insurance Test

Death Benefit Option

Solve For

Type

Face Amount

On Guideline Premium Test Violation

Premium Specifications

Premium Mode

Planned Periodic Premiums

Premium	Start	End

Planned Initial Lump Sum

Month

Lump Sum Month Expected to Receive 1035s

1035 Exchanges

Exchange Amount	Cost Basis	Exchange from a MEC

Month Expected to Receive 1035

Avoid MEC

Allocation

Allocation

Account

Percent

Rate

Name:

Maximum Rate:

Total Percent Selected

Rate	Start	End

Gross Rate of Return

Gross Rate of Return

%

Income Options

Activity Frequency

Schedule

Activity	Start	End	Amount

Solve For Max

Auto Face Reduction

Loan Type

Overloan Protection Rider

Cash Surrender Value

At Age/Year

Policy Changes

Schedule Change

Type	Age/Year	Face	DBO

Auto Switch

Policy Riders

Living Benefits

Terminal Illness Rider

Chronic Illness Rider

Critical Illness Rider

ADBR Ages Displayed

Optional ADBR Age Displayed

Accidental Death Benefit

Amount

Base Insured

Amount

Duration Year/Age

Children's Insurance

Children's Benefit

Units

Birthdate of Youngest Child (mm/dd/yyyy)

Age LAST Birthday

Disability Waiver of Premium

Disability Waiver of Premium

Disability Waiver of Monthly Deductions

Disability Waiver of Monthly Deductions

Additional Insured(s)

Relationship

Substandard

Name

Perm Flat Extra

Age

Flat Extra

Gender

FEX Years

Risk Class

Face Amount

Duration

Accident Indemnity

Amount

Minimum: $10,000, Maximum: $300,000

Return Of Premium

Return of Premium

Choose a Waiver of Premium Rider.

Monthly Disability Income

Units

Units Minimum 3 Maximum 20 ($100 monthly income per unit)

Income Protection

Solve

Multiple Beneficiaries Detail

Initial Lump Sum

Monthly Payment

Monthly Payment Years

Final Lump Sum

Sum of Payment Amounts

Percent of Base Face

%

Percent of BIR Face

Bene. Name	Init Lump Sum ($ Amount)	Mo. Income for 5 yrs ($Amount)	Final Lump Sum ($ Amount)

8.91.2024.764

Trendsetter
FCIUL
Totals

Face Amount
Max Trendsetter Acceleration
Terminal Rider
Chronic Rider
Critical Rider

Face Amount + BIR
Max FCIUL Acceleration
Terminal Rider
Chronic Rider
Critical Rider


Rider	Total	Allowed
Terminal
Chronic
Critical

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