Secure Lifetime Income (SLI) Help Centre

How to obtain a 'Ballpark Estimate' quote

If you want to provide a quick estimate to a prospect, or don't have a client's full personal and health information, follow the steps below to generate a 'Ballpark Estimate'.

Step one

Login to the 7IM Platform, navigate to Tools – Illustrations, and click on the Secure Lifetime Income menu option.

Adviser Login

Step two

Choose the appropriate persona and click ‘request quote’.

Step three

Choose whether you would like a quote for income or a quote for premium.

Step four

The quote will be displayed along with some additional documents. You can then download the quote and view a quote comparison.

How to obtain an 'Accurate Quote'

If you are looking for a tailored quote, specific to your client and have their personal and health information, you can generate an ‘Accurate Quote’.

Step one

Login to the 7IM Platform, navigate to your client, click on the SLI tab and then click on 'Quote or Apply'. You will need to read the disclaimer and click 'Proceed' to access the SLI portal.

Adviser Login

Step two

You have the option to start the process of capturing the clients personal and health questions. Alternatively, you can ask your client to complete the health questionnaire.

Step three

Choose whether you would like a quote for income (how much income the SLI needs to generate) or a quote for premium (how much your client is willing to purchase the SLI for).

Step four

The quote will then be displayed along with some additional documents. The ‘Apply’ button will be enabled provided the eligibility criteria has been met.

How to apply for a SLI

If you have generated an 'Accurate Quote', you can apply for SLI providing that the eligibility criteria have been met.

Before you apply

Ensure you have generated an accurate quote before you start the application process.

Confirm doctor's details

Provide details of the client’s doctor and confirm you are happy to proceed.

Adviser declaration

If you are satisfied with the adviser declaration, select ‘Apply’ and you will be returned to the 7IM Platform.

Check application status

On the 7IM Platform, under the SLI tab, the status of the application will be displayed. Once the plan is confirmed as purchased, the status will change to ‘complete’.

SLI how to video

We have recorded a video which guides you through the process of creating a SLI quote and making an application using the 7IM platform.

N.B. at 11:45 – Please note platform value is not the death benefit. There is a platform value for plans with and without the death benefit, In both cases the value will show as premium minus any income paid.

N.B. at 13:05 - Please note that whilst historic plans will have an encashment value, following product enhancements in May 2025 this will no longer be the case.

7IM supporting documents for SLI

Just supporting documents for SLI