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Sample Web Screens

With the KCI Tax WorkstationTM system, users can perform policy inquiries, perform ‘what-if’ analyses, and print policyholder letters.  Click on the links, below, to see sample web screens from the KCI Tax WorkstationTM.

Search

Initial search screen.

Inquiry

Inquiry on Cash Value Accumulation Tested policy.

Inquiry

Inquiry on Guideline Tested policy.

Past Events

Past tax events for a policy with 1035 surrender.  (TS = 1035 surrender, MP = monthly processing).

Past Events

Past tax events for a policy issued in 1989.

Premium Payment

Results of a proposed premium payment.  (Fails 7 Pay Test)

Loan

Results of a proposed loan.  Not shown. Contact us for details.

Partial Surrender

Results of a proposed partial surrender.  (Subject to recapture ceiling)

Partial Surrender

Results of a proposed partial surrender.  (Fails reduction test)

Withdrawal

Results of a proposed withdrawal.  (Taxable)

Surrender

Results of a proposed surrender. 

Letter

Sample policyholder tax letter.

 

Koehler Consulting, Inc.
Holliston, Massachusetts
Phone: 1-508-429-1589
E-mail: info3@koehlerconsult.com


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Last updated: December 29, 2017