Quick refresher on the updated MyILIA workflow, Great Wealth Transfer, and Allianz’s Automatic Risk-Class Upgrade Program.
▶ Watch: MyILIA + Kai-Zen webinar
BackNine recently hosted Travis Fratini, VP of Sales at NIW, for an update on MyILIA + Kai-Zen.
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Updated invitation process
The client invitation is simpler. You can now use MyILIA as both the presentation and application platform. Select the carrier, enter client details, review qualification guardrails, choose allocations, run the illustration inside the invitation, and send it to the client—all in one flow.
Great Wealth Transfer
Parents or grandparents can act as giftors so adult children who do not independently meet Kai-Zen income or net-worth requirements can still access the program. The giftor’s financial information stays separate from the insured’s health and application data. This is a practical way to open Gen-2 conversations with clients who are already inclined to gift
Allianz Automatic Risk-Class Upgrade
Allianz reinstated the Automatic Risk-Class Upgrade Program effective September 1. Clients who qualify at Standard or better through normal underwriting are automatically offered Preferred Plus. No additional requirements. Lower policy charges and better long-term projections on an accumulation-focused IUL.
Because this is a promotional program, confirm current availability before you position it. Review any recent Quote & Apply activity for clients at Standard or better, or those previously interested in converting or adding permanent coverage.
Reminders
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A Nevada non-resident license is required for Kai-Zen because the policy is owned by a Nevada trust. Confirm licensing and contracting before the client starts an application.
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Classic / conservative allocations often illustrate better than more aggressive options because of the underlying bonus and no additional charge. Run the comparisons in the client presentation area so you can show the difference.
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Once the client enrolls, MyILIA handles the application, medical questions, advisor signatures, and payment (ACH, wire, or check).
Watch the full webinar
The replay covers the updated dashboard, invitations and illustrations, Great Wealth Transfer, carrier updates, allocation considerations, enrollment workflow, and common questions.
Have a client or situation in mind? Reach out to the BackNine team and we’ll help you review the next step.
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