From RiverSource's software: To link RiverSource policy data to InsMark Illustration Systems, follow the steps below.
For further assistance, contact RiverSource: (800) 862-7979.
1. Create your basic illustration and click on the Values button to reach the following screen with the InsMark button.
2. From the InsMark Products menu, launch your desired InsMark Illustration System. Once you start creating a proposal, you will be prompted for policy data. Your policy data will be displayed at the top of the picklist. (Note: The picklist is sorted by the creation date and your most recent policy data is always at the top of the list.)