Software Supports Wide Variety of Sales Solutions

• Handles and integrates all types of executive benefits sales, including SERPs, True Deferral Plans, 162 Bonus Plans, Split Dollar Plans, Death Benefit Only Plans, and all types of Group Carve-Out Plans
• Provides highly flexible Group Carve-Out modeling
• Solves for appropriate amounts of insurance financing, taking into account MEC status projections, multiple-target cash values, rollout solves, maximum withdrawal solves, year-by-year benefit tracking and various combinations of solves
• Demonstrates emerging shortfalls in benefit funding, and solves for additional insurance
• Saves historical values of a case so reprojections can utilize the accumulated historical data
• Accounts for benefits and insurance amounts according to FAS 87, FAS 107, FAS 109, and APB 12
• Provides TAMRA analysis, MEC compliance with sophisticated MEC avoidance options, and in-force reprojections, including illustration of multiple in-force policies for the same individual
• Anticipates financial impact of a program through the use of partial mortality

Key Features:

• AFS Master System
• Speed and flexibility
• Supports a wide variety of sales solutions
• Supports a wide variety of products
• Provides meaningful reports for agents and their clients
• Expert technical consultants

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