WinFlex Gold

What is WinFlex Gold?
WinFlex Gold is a product certification that tests products for their ability to work in a multi-carrier environment. A Gold certified product will:

1. Retain common data when switching between products
2. Contain product questions and tabs in the WinFlex standard location
3. Illustrate the Cash Flow and Ledger/UL/Term concepts
4. Support the product Comparison (MultiPlan) report for non-variable products
5. Successfully calculate a variety of product features such as loans and withdrawals
6. Products that are WinFlex Gold certified will be indicated with a Gold Star in WinFlex.

Why is WinFlex Gold Important?

• Using Gold certified products saves you time when entering Client information and running Comparisons by saving data across carriers and products.
• The Gold certification insures basic product functionality across carriers and products, so you can have confidence when illustrating Gold products.

Who Supports It?
For a complete list of carriers with Gold Certified products, see the WinFlex Company List. Carriers with WinFlex Gold Certified products are bolded