TruStage: Discover the funeral planning solutions and tools available to you on the GFS portal.
TruStage:
your tools, calculators and documents in one place
Access TruStage resources more easily from the SFG portal: rate calculators, commission estimates and reference documents to help you prepare for client discussions.
A convenient access point for your daily activities
Whether you want to explore pricing, estimate a commission or find a product document, the TruStage section of the SFG portal brings useful resources together in one structured space. The objective: reduce searching and make it easier to prepare your files.
One section,
three uses
The TruStage navigation in the SFG portal provides three entry points: TruStage Calculator, Commission Calculator and TruStage Documents. Each resource serves a different need in the advisor’s work.
The TruStage calculator: choose the right access for the product
The “TruStage Calculator” page offers two separate buttons. The first provides access to the FEIA and LPR resources, with insurance premium. The second is for FEGA IP, presented without insurance premium. It is important to select the correct access before completing your checks.
FEIA and LPR
To access the calculator associated with FEIA and LPR products, identified on the portal as resources with insurance premium.
OPEN FEIA AND LPR ↗FEGA IP
To access the tool associated with the FEGA IP product, identified on the portal as a resource without insurance premium.
OPEN FEGA IP ↗The commission calculator: better anticipate your compensation
The SFG portal also provides access to a TruStage commission calculator. Based on the interface shown, you can define a bonus rate (%) and enter the characteristics of each policy to display a calculated commission.
Bonus rate
Enter the relevant percentage for your simulation. The interface displays a dedicated field for the bonus rate.
Policy characteristics
Select the product, insured’s age range, term and insured amount, among other available fields.
One or more policies
Review the calculated amount and use the “Add a policy” option to work with multiple policies in the same simulation.
The calculator journey
The resulting amount is a working estimate. The compensation actually applicable must be confirmed according to the current schedules, rules and conditions.
TruStage Documents: find the references you need for your files
The TruStage document library contains downloadable PDF files. It allows you to review product information and supporting documents without having to search for them separately.
Guaranteed Issue Insurance Benefit Plan
Document relating to the guaranteed issue insurance plan or the single premium savings plan.
Eligibility questions
“Eligibility Question” file to review when preparing or verifying a case.
Product and client type
Presentation document covering the product in detail and the type of client concerned.
SPGA paper application
SPGA paper application, payable over one year or FEIA (preferred or guaranteed issue).
Letter to families
“Letter sent to families FRA” file available in the library.
Check the versions
Before use, confirm that the downloaded form or document corresponds to the required version and product.
How can you use these resources in a case?
Here is a practical sequence for preparing a client discussion, from the initial research through to the documents required.
Clarify the product and the information required to analyze the case.
Open FEIA/LPR or FEGA IP depending on the product concerned.
Enter the policy parameters in the dedicated calculator.
Find the PDF references and forms needed for the next steps in the case.
Find all links in the TruStage section
Access the main page or each tool directly. You can also find these resources from the “TruStage” menu in the SFG portal.
TruStage Commission Calculator
Simulation based on policy characteristics and the bonus rate.
Get familiar with the TruStage tools
A few minutes are enough to locate the resources and save time when preparing your next case.
The right resources, at the right time.
The TruStage section of the SFG portal makes it easier to access pricing tools, commission simulations and reference documents. Make a habit of consulting it when preparing your next cases.
