How does Pathfinder work?

Upload a PDF illustration, and Pathfinder does the rest! It reads the document, extracts key data, and builds a side-by-side visual comparison to demonstrate how your proposed plan (IUL, Whole Life, or Smart Banking) stacks up against a client’s current plan.

You can select from three core strategies:

📈 Tax-Free Retirement (IUL)

Show clients how an Indexed Universal Life (IUL) policy can offer tax-advantaged retirement income, market participation, and downside protection. It's a compelling way to provide lifelong protection and long-term financial growth.

🔗 Pair it with Quantum!
Use Quantum to run your illustration and Pathfinder to present it—creating a seamless, fully digital experience for tax-free retirement solutions.

💳 Debt Elimination (Debt Free Life)

Demonstrate how clients can become their own banker by using participating whole life insurance to strategically eliminate debt—without spending more money. Pathfinder generates a Debt-Free Life roadmap to help clients take control and reduce reliance on traditional lenders.

🔗 Pair it with LiveWell Plus!
Use LiveWell Plus to illustrate whole life policies and Pathfinder to show clients their personalized debt elimination journey.

🏦 Smart Banking (Infinite Banking)

Educate clients on how to leverage a participating whole life policy to build liquidity, seize opportunities, and create financial flexibility. Smart Banking helps your clients grow and access money while their policy continues to compound in value.

🔗 Pair it with LiveWell Plus!
Illustrate the concept in LiveWell Plus and bring it to life in Pathfinder with easy-to-understand visuals and comparisons.