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Illustration Analysis
Upload and analyze life insurance illustrations
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Insured
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Age
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Face
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Premium
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NLG
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Compare Policies
Select up to 4 policies to compare
Term Life Comparison
Compare term quotes from multiple carriers
Client Information
Upload Quotes
Upload Term Quote PDF or Excel
Supports carrier quote sheets • Or manually enter below
Face Amounts:
# Carrier Product Super Pref Preferred Standard Conv.
Generate Output
Generate Reports
Create professional client-ready reports with export options
Executive Summary
Clean overview with key metrics and policy comparison table
Premium Comparison
Professional ranked comparison with carrier highlights and premium analysis
Comprehensive Assessment
Full analysis with key findings, policy details, and strategic considerations
Written Report
Consultative write-up with professional formatting
Report Configuration
Year Display:
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Send to Other Tools
Export analyzed illustration data to other AdvisorOS tools
Life Capital Analyzer

Analyze retirement income potential using policy cash value and death benefit.

Sends: Premium, Years, Death Benefit, Cap Rate, IUL Return, Cash Value, Income
Estate Tax Analysis

Include death benefit in estate tax planning with new insurance analysis.

Sends: Premium, Pay Years, Death Benefit
Personalized Presentations

Create professional client presentations with illustration data.

Sends: Insured, Premium, Death Benefit, Projections

Current Analysis Summary

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Policies
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Total Face
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Total Premium
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