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Find out more about universal life options
Find Out
Compare investment returns of different investment options
Compare
Create a side fund illustration based on the options and charges that apply to various life insurance companies
Illustrate
Prepare a report for a client on how to invest in a universal life side fund
Report
Do an investor risk sensitivity test
Risk Sensitivity
Create a side fund illustration
based on the options and charges that apply to various life companies

 
Please select your options and on what basis the option should be applied
 
Historical Basis: Fixed Income Return
  Daily Interest
  Guaranteed Interest      Compound Simple
Historical basis - Equity Index
  Select an index, or combination of indices, at right. To select multiple indices, hold down the Ctrl key while selecting each index.
Historical basis - Bond Index
  Select an index, or combination of indices, at right. To select multiple indices, hold down the Ctrl key while selecting each index.
 
Please select the company from whom you would like a side fund illustration produced, and the appropriate investment option
 
(Note: the scripted version of the Insurance Investment Tracker will populate the drop list at right with options appropriate to selections made above)
 
On what basis should the bonus be applied?
  Optimum basis Minimum basis
   
   
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