Ingenium
Product
Forms and Job Aids
Misc
Title
100
The screen you view the bank account?
What is POLI-BP
100
Life insurance under which coverage remains in force during the insured's entire lifetime, provided premiums are paid as specified in the policy
What is Whole Life
100
Form 320
What is PAC Plan Authorization Form
100
The 5 digit number provided by an advisor
What is Advisor Code
100
A party to whom all or certain contractual rights are transferred under absolute or collateral assignment
What is Assignee
200
The screen used to change the banking line number
What is POLM?
200
A form of permanent insurance that is characterized by its flexible premiums, its flexible face amounts, and its unbundling of the pricing factores. Within certain limits, the policyowner is given the flexibility to determine the amount of the premium he/she wants to pay for the coverage
What is Universal Life
200
Where do you find the steps for removing a restriction on a policy
What is resume banking job aid
200
The amount paid at an insured's death
What is Death Benefit
200
The person or organization who owns a life insurance policy
What is Policyowner
300
The screen used to view Beneficiaries
What is POLI-RB
300
A type of health insurance designed to pay a benefit in the event the insured contracts a terminal illness
What is Critical Illness
300
An amount of money representing the policyowner's ownership value in an insurance policy
What is cash value
300
The person or organization appointed to receive life insurance if the life insured dies
What is Beneficiary
400
Beneficiary information not found on POLI-RB can be found on this screen
What is AMEX
400
A type of health insurance designed to compensate insured people for a portion of the income they lose because of injury or illness
Disability Insurance
400
Form used for a name change
What is Title change form 580
400
the basic amount stated in a life insurance policy as payable at death of the insured
What is Face Amount
400
The person who pays the policy premiums (PAC)
What is Payor
500
This screen is used to view the benefit and wait period for a living benefit policy
What is POLI-CH
500
Coverage for a specific risk for a specific period of time, at a low cost.
What is Term Insurance
500
This job aid is used to verify the codes to determine if the policy is inforce
What is Policy Status
500
Each year, on the anniversary of the policy, the declared dividend is applied to the current premium due. Any remainder is applied to another selected dividend option
What is Premium Offset
500
The person whose life is insured under the policy
What is Insured
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