Create Product Templates

We need information about each product that is linked to InsMark's illustration software.  Note that you can come back to this location and add a new template as needed. 

If this is your first time setting up creating templates, here is an easy process to follow:

  1. Create a list of all of your products you plan to link to InsMark.
  2. Starting with the first product, answer the questions below and press Submit to create your first template.  Let's say the first product is a Whole Life product.  You probably want to name your template something that helps you identify what type of product the answers below reflect so that you can easily re-use the template.  For example, if all Whole Life products can use this template, the name could be "Whole Life".  (As you will learn in the next step, the template name will be passed with the product data when you link a product to InsMark).  
  3. Next, go through your list of products and indicate all products that can use the "Whole Life" template.  
  4. Repeat this process with any/all remaining products in your list until all products have a template that can be used.  
  5. The list you end up with becomes the list your programming team will need to follow when creating the Button File.
Is this a Variable product?
Does this product require us to automatically print guaranteed values after the current values?
Number of cash values:
Footnote selection