This is what a prospect sees after an ILIA agent shares a link or QR code from J's Partner Hub CMS (outside ILIA). A few short questions lead to their own IUL numbers, which they can adjust, with no contact form before results. The same numbers are shown with the Kai-Zen boost. They choose a plan (IUL or Kai-Zen plus their numbers) and only then give their details to start their ILIA account, tied to the agent who shared the link. At any point they can learn more and come back to their numbers. Designed phone-first, since most people will arrive by QR, with a wider web layout.
The main path is 7 steps. "Learn more" and "Talk to my agent" are side paths that always return to the prospect's numbers. A stepper at the top of the funnel lets the prospect jump back to their answers, numbers or plan at any time before the account is created.
Opens on Education (how it works + fit check) or Numbers, as the agent chose. A toggle switches between them. From an ILIA agent, via J's CMS. It carries the CMS link + asset ID; the CMS knows which agent owns it.
5 quick screens of taps. No name or email asked. About 60 seconds.
Calculator results and a growth chart. Adjust the yearly amount, years and start age, and results update live.
The same numbers with leverage, side by side, for prospects who qualify.
Pick IUL or Kai-Zen straight from the results, then review and confirm.
First time they give name + email, on ILIA's own sign-up page (main) or to the agent (fallback).
Details go to the agent, who adds them with ILIA's Add Client. No new ILIA code.
Prospect creates their own ILIA account on ILIA's existing sign-up page, using the agent's Agent Link code. Tied to the agent instantly. No ILIA code.
This is the fewest questions that can still (a) produce real calculator numbers, (b) check Kai-Zen eligibility and (c) learn what the prospect cares about. Everything else gets a sensible default the prospect can adjust on the results screen.
| # | Screen / question | Answers | Used for |
|---|---|---|---|
| 1 | What matters most to you? | Tax-free retirement income · Protect my family · Grow without market losses · Access cash when I need it (pick any) | Desire sets what the results lead with |
| 2 | About you: age + sex + state | Age stepper · Male / Female · State (for licensed-agent routing) | CalculatorBoost: age 18–65 |
| 3 | Your health: overall health + nicotine/tobacco/marijuana | Excellent · Good · Average · Below average · No / Yes | CalculatorBoost: average or better |
| 4 | Your numbers: yearly amount + household income | $20–25k · $26–50k · $51–99k · $100k+ (ranges) · Under $100k / $100–250k / $250–500k / $500k+ | CalculatorBoost: household income $100k+Affordability flag yearly amount vs ~20%-of-income guideline |
| 5 | When do you want income to start? | 60 · 65 · 70 | Calculator |
| — | Removed | Decided No contact form before results (Judy). Name, email and phone are asked only at ILIA account creation. Visits before that are tracked anonymously to the agent's link. | |
| · | Defaults (adjustable on results) | Years paying = 5 · Income until age 90 · Death benefit sized from the contribution | Calculator |
Click through it like a prospect would, all the way to ILIA account creation. Switch between phone and web. The notes explain each screen and what gets tracked. Tip: click any form field to fill in sample details.
All numbers in this prototype are illustrative placeholders from a simple growth formula, so the screens can be clicked through. They are not Allianz or Kai-Zen illustrations. Where the real numbers come from (ILIA's estimator, an Allianz illustration service, or something else) is an open requirement. The ILIA screens are a concept for the landing step only; ILIA's existing enrollment flow is unchanged.