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(3/25/11)

WRLLogoToolbox Conversion to Mobility 

 

 

On March 11, 2011, the WRL Freedom Index Universal Life (IUL) and WRL Freedom Global IUL (GIUL) illustrations became available on Mobility, our web-based illustration software.

These products will continue to be illustrated on Toolbox until March 29, 2011. Following that date, all WRL illustrations will only be available on Mobility. Please note that any previously saved Toolbox (COSS) illustrations will not be accessible after March 29.  To maintain existing client illustrations, you should save the PDF file to your computer. 

Many agents may already be familiar with Mobility. For those who are not, Mobility is web-based illustration software that now supports all WRL products and provides several features that were unavailable in Toolbox.

With Mobility, you can save and view previously created cases online, see up-to-date product and rider availability, and use an offline version -Mobility Disconnect- without Internet access.

Lastly, on April 1, the illustration rates for both IUL and GIUL will be updated to account for 2010 index performance.  The GIUL illustration rate will be 8.91%, and the IUL illustration rate will be 7.69%.

Below are instructions explaining how to update the current illustration software, a Mobility Disconnect overview, and a brief software training video.

For any questions regarding the WRL Illustration Software and any of its features, please contact the WRL Sales Support Desk at 1-800-322-3796, extension 6531.

 

How to use the web based Mobility System

Mobility Disconnect Download Instructions (no Internet connection needed for use)

Update Existing Mobility System

Mobility Training Video

 

For Agent Use Only - Not for Distribution to the Public

 FN37206-03/11