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Creative Software Alliance, Inc. | ph. 707-778-8721 - fax 415-962-0537 P.O. Box 511270 | Penngrove, CA 94951 |
What do you do when your client says to you... "I'm on a fixed income, and I can only spend $2,500 a year on my premium. What can I get for that?" |
This particular set of results answers the question your client asked above. Based on solving for all of the 4 major policy benefits, there were 171 different combinations of benefits that generated a premium of $2,500 (+- a $50 variance). From this list of solutions, you can now scroll through and find the combination of those benefits that best suit your client's need. If you have previously used the Needs Analysis tool to determine the |
To use the Benefits Solver, simply follow the numbered sections... 1) Decide on whether you are solving for the primary applicant, or the spouse (if one is included) 2) Determine which specific benefit item is most important to solve for, or choose "All Benefits" to solve for them all. 3) Determine whether you want to solve for a Maximum Premium (which generates all premium options from $0 up to the Desired Premium (+ the variance); or, a Target Premium, where the results will be based on targeting the Desired Premium exactly (+- the variance). If you choose "ALL", then no premium amount is used to determine the results, and all of the results returned will be based on the benefit(s) chosen in step 2. 4) Determine whether or not you want to include any riders in the premium calculations of the results. 5) Press the "Solve!" button to generate your results. Once you scroll through the list and decide on which solution is best for your client, simply click on it and load it into the system to generate a proper illustration. |
desired Daily Benefit and Inflation combination, you can quickly find the closest match to those items that also meet the premium requirements of your client. |
With the CSAi Benefits Solver, you can answer that question, and a lot more. With our solver, you can choose a specific benefit, or any combination of the major benefit items of your policy, that meet a specific Premium goal. You can solve for a Maximum premium level, or zero-in on an exact premium amount. If there are certain policy aspects that are important to your client (like Compound Inflation), then you can generate numerous plan designs that include that specific benefit item. Let's look at the example screen below. |
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