ILLUSTRATION

Find your client’s best retirement plan with Quility® Pathfinder™

Use this illustration software to:

  • Compare traditional plans to an Indexed Universal Life policy (IUL)
  • Use interactive features to show progress over time
  • Analyze tax exposure in real time

Upload an illustration and let Pathfinder do the heavy lifting!

Pathfinder reads the PDF, grabs all the important data and sets up a visual comparison between the client’s original retirement plan and their projected new plan using an IUL. In real-time, you and your client can toggle the age slider to visualize their contributions, taxes, fees and retirement income over the years.

Performance Over Time

See how the IUL performs over time in comparison to traditional retirement accounts like a 401k or Roth IRA.
Get started with Pathfinder
Benefits of an Indexed Universal Life (IUL) insurance policy
An IUL is a permanent life insurance policy that offers a death benefit and a cash value component that can be put towards retirement savings. These policies are a great fit for clients looking to protect and grow their retirement savings or for clients looking to expand their financial assets.

Ease your client’s financial worries with data-driven projections

Indexing Calculator
See how an indexed account performs compared to investing directly in the S&P or DOW.
Fees Calculator + Comparison Tool

Compare how different fee rates impact account balance over time.

Taxes Tool
See the history of income tax rates and how the top rate has changed.
Average vs. Actual Calculator

This screen features an interactive scale to show how the average market return of an account could be significantly different from the actual return received.

*Visual representations are for illustrative purposes only.

What agents are loving about Pathfinder

My favorite part of Pathfinder is being able to show clients how long their money is going to last in retirement with real-time stats.
Derek F.Agent
Derek F.
My clients love the comparison tool in Pathfinder. It lays out the information in a way for the client to understand.
Kip K.Pathfinder User
Kip K.
Previous
Next
Boost IUL Sales With Pathfinder
Learn More