Lincoln Financial has updated their CompBuilder forms to include the WealthBuilder ECV IUL product.
We've updated the schedule settings in SureLC to match the new product offerings. The changes applied do not affect any existing schedule settings.... those existing settings all remain intact.
However, you'll now be able to configure additional compensation allocations for the new WealthBuilder ECV IUL product.
To add the products to your existing schedule settings:
Simply go to your carrier list and click on Lincoln Financial.
Open the schedule you want to
change.
Choose the "SELECT PRODUCTS" button in the top right corner.
Select one or more of the new product choices.
Then add the related hierarchy & compensation details.
If your Agency does not market Lincoln Financial or the new products being offered, please disregard this
notice.
If you need any assistance, send responses to our Support Team at support@surancebay.com
Thank you,
SuranceBay Support
Team
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