Dashboard – your homepage

The customizable dashboard helps you easily monitor your investment plans from one place, while providing quick access to your favorite tools and resources.

My Dashboard

Policy Summary – a snapshot of your portfolios

View the progress of each plan via the embedded Portfolio Analyzer, monitor account values and portfolio fund distribution.

Electronic Platforms

Benefit Page –
in-depth details of each plan (Base, Rider 1, etc.)

  • Administrate each plan individually: monitor account value, view the current fund distribution of your plan, as well as future fund allocation; analyze portfolio performance, fund historical prices and download factsheets.
  • It allows clients to view the aggregate statistics for a set of chosen investments, including asset allocation, regional and sector exposure, investment style, top holdings and performance.
  • This user-friendly fund trading platform allows you to make changes to your portfolio by buying and selling funds. You may also do a fund rebalance, according to your needs, and conveniently change your future allocations, all together.
  • Whether you want to follow a specific strategy, make slight changes or completely change the fund allocation of your portfolio for future contributions, the options are all available in one single tool.
  • View all plan transactions including contributions, fund changes, fees and any extra allocations or bonuses.
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Billing

Billing – making sure plan contributions are being made

View current payment information set in your Policy and search any billing notification. See payment history, make one-time or recurring online payments, set how you would like to pay your policy and be notified of upcoming payments due.

Document Center – safe, accessible and paperless

Download documents pertaining to your policy, including electronic policy documents and plan statements.

Document Center
E-Fund Analyzer

Electronic Platform – featuring E-Fund Analyzer

This electronic tool allows you to view funds available, historical pricing and performance, compare funds, print analysis report, download fund fact sheets and much more.

Relationships – know who is in the Policy

Owners, insured, beneficiaries, payor and any authorized persons will be listed in separate tabs for optimal organization.

Relationships
Library

Library – get what you need

Visit the Library to download requested forms, brochures and factsheets; and, view the latest Investors Newsletters.

Anywhere and anytime

Enjoy all of these same great tools and resources from your desktop, laptop or mobile device with the same convenience and ease.
All devices

Discover what it’s all about

Dive in and enjoy the new look and feel of your secure Account Access website, now available with more efficiency and ease!