Feature Highlight: Index Allocation Configuration




    How to customize the Allocation Configurations for IUL products in Ensight Intelligent Quote.

    This means you can create custom index configurations and diversify the allocations within IUL products.

     

    To take advantage of this new feature, click “Configure” for an IUL product on the product selection page.

    Next, click the Accounts drop down and select Custom Allocation Configurations. Here you can type in the percentages for each Allocation option. Be sure to click “Save” after making your changes. 

     

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