Sample Web Screens
With the KCI Policy WebstationTM
system, users can perform policy inquiries, perform ‘what-if’
analyses, and print policyholder letters. Click on the links, below, to see sample web
screens from the KCI Policy WebstationTM.
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Initial search screen. |
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Inquiry on Cash Value
Accumulation Tested policy. |
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Inquiry on Guideline Tested
policy. |
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Past tax events for a policy with
1035 surrender. (TS = 1035 surrender,
MP = monthly processing). |
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Past tax events for a policy
issued in 1989. |
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Results of a proposed premium
payment. (Fails 7 Pay Test) |
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Loan |
Results of a proposed loan. Not shown. Contact us for details. |
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Results of a proposed partial
surrender. (Subject to recapture
ceiling) |
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Results of a proposed partial
surrender. (Fails reduction test) |
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Results of a proposed
withdrawal. (Taxable) |
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Results of a proposed
surrender. |
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Sample policyholder tax letter. |
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Koehler Consulting, Inc. |
Last updated:
January 14, 2005