Our exclusive flagship WFG product, prosperity Universal Life (UL), offers clients a solid foundation for building a complete financial plan, with access to Everest Funeral Concierge Services to help with estate and funeral planning. In addition, clients have access to our simplified and guaranteed issue products as well as critical illness protection that comes with access to Virtual Healthcare by Maple.
Now, starting October 25, 2021, you will also have the option of offering your clients ivari Universal for face amounts below $500,000.
A diverse mix of insurance solutions
| WFG product offerings | ||
|---|---|---|
| prosperity line-up | SI/GI line-up with Everest Funeral Concierge Services |
ivari Universal line-up |
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Standalone TermSelect is NOT available. |
Due to this additional offering, there will be a transition period starting October 25, 2021 to November 30, 2021. During this time, you will have access to two versions of ivari Universal in LifeView as per the table below. At the end of the transition period, ivari Universal (2) will replace ivari Universal (1) for all face amounts. For details about the transition period, please see the Transition Rules.
You now have access to three versions of LifeView:
| Product | LifeView version | Details |
|---|---|---|
| prosperity UL | LifeView 2021.3 WFG | New version, available starting October 25, 2021. |
| ivari Universal (1) | LifeView 2021.2.1 | Current version, only available until November 30, 2021. |
| ivari Universal (2) | LifeView 2021.3 | New version, available starting October 25, 2021.
When the transition period ends, ivari Universal (2) will replace ivari Universal (1) with no face amount restrictions as well as updated FYC and chargeback schedule. |
For key options and features available with ivari Universal, please view our ivari Universal Product Overview.
If you have any questions, please connect with your WFG Sales Director.
Published on: October 25, 2021