At American National you can simply upload the PDF from the illustration. The only requirement is that you include the expense report.

• Start by enter in your client’s data as you would ordinarily do
• You will want to use a minimum non-mec death benefit OR Maximum premium option using the death benefit option B to A (Tip: try to get your target premium to be roughly ½ of the annualize premiums).

• Go to the cash flow area and use search for in the ages for income as you would like (TIP: use variable loans and monthly loans for maximum income) (TIP: the longer the income period the better the insurance will look against the alternatives) Change picture to have variable loans.

• Go to the report selection area and check the box for expense report.

• Click actions then preview illustration.

• Save the illustration in a convenient location on your computer (TIP: for ease of access, we recommend creating a folder for each client and saving the illustration files in that folder)
• Once you are in the BrandedLifeInsuranceConcepts portal will select the Life Insurance Retirement Plan Concept, Select American National under carrier and click the upload file button. Navigate to your file you saved in step 6.