Agent access
Enter the portal password to generate client illustrations.
0826 Illustration Generator
Creates a 2-page PDF: portfolio overview + client death-benefit ownership.
Portfolio 0826
Notes
- Page 1 is the standard 0826 portfolio overview.
- Page 2 scales ownership by investment amount across policies A–E.
- Estimated blended return at reserve period is about 70%.
- Name can be left blank. Filename example:
0826 Illustration $50,000 - John Smith (IRA).pdf