myTransware - UL Products

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Case Categories

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Illustration

Illustration Date

Illustration Backdated

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

Death Benefit Option

Solve

Face Amount

On Guideline Premium Test Violation

Premium Specifications

Planned Initial Lump Sum/Single Premium

Month

Premium Mode

Avoid MEC

Planned Periodic Premiums

Premium	Start	End

Lump Sum Month Expected to Receive 1035s

1035 Exchanges

Exchange Amount	Cost Basis	Exchange from a MEC

Plan Specifics

Target Cash Surrender Value

Target Age/Year

Income Options

Loan Interest

Activity Frequency

Schedule

Activity	Start	End	Amount

Overloan Protection Rider

Policy Changes

Schedule Change

Type	Age/Year	Face	DBO

Auto Switch

Policy Riders

Long Term Care

Long Term Care

LTC Risk Class

Substandard

HIPAA Per Diem Estimated Growth Rate (%)

Projected LTC Benefit Starting Age

Desired Daily LTC Benefit

Agent License Number

Pay Loan Interest in Cash to Avoid Lapse

Living Benefits

Terminal Illness Rider

Chronic Illness Rider

Critical Illness Rider

ADBR Ages Displayed

Optional ADBR Age Displayed

^SM)

^SM

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

Guaranteed Insurability

Amount

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)

Inflation Fighter

Increases

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)

Illustration Options

Variable MDs

Guaranteed Monthly Deductions

Variable Monthly Deductions

Start	End	Rate

Allocation

Allocation

Account

Rate

Percent

Name:

Maximum Rate:

Total Percent Selected

Gross Rate of Return

Gross Rate of Return

%

8.91.2024.764

Trendsetter
FFIUL
Totals

Face Amount
Max Trendsetter Acceleration
Terminal Rider
Chronic Rider
Critical Rider

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


Rider	Total	Allowed
Terminal
Chronic
Critical

Suggested FFIUL alternative choices