Page 29 - Demo

STEP 1 – Rubber Room Meeting
investment program combining mutual fund shares, term life insurance and margin loans as an alternative to whole life insurance.
• USAA Life Insurance Company of San Antonio, Texas, was able to offer flexible direct- mail illustration capability to their policyholders.
• Pride-Tech Corporation of Chicago, Illinois, developed an entire life-insurance new- business system using this technology.
There was a span of 15 years during which these companies were able to gain a competitive advantage. They were using embedded office-suite and spreadsheet technology long before it became adopted as a standard.
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Now it is time to document this vision of a perfect solution for your business. But the documentation from this rubber room meeting will look very different
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