Suitability Pre-Sale Tool

We’re excited to share a first look at something new we’ve been building to make your annuity business faster, smoother, and more predictable.

Launching Monday, March 2, 2026!

This new Suitability Pre-Sale tool is designed to help you understand suitability outcomes before completing the full application. You’ll be able to enter key client financial details up front, and the tool will guide you through what may be needed to support a suitable review.

Why this matters for you:

Know earlier if a case is likely to be suitable.
Get clearer guidance upfront - before you invest time finishing the app.
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‍See requirements while you’re still with the client.
As you enter certain details, the tool will alert you if items like statements, client/agent letters, or other follow-ups will be needed.
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‍Fewer post-submission requests.
Our goal is to reduce the back-and-forth after you submit business, so you don’t have to re-contact your client later.
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‍Faster reviews on our side.
‍When everything comes in together, we can move cases forward more quickly.

Bottom line:

The Suitability Pre-Sale tool helps you start strong - with clearer expectations, fewer surprises, and a better experience for both you and your clients.

Video Walkthrough

Start getting familiar with this new tool by watching our short video demonstration below:‍

Upcoming Training Webinars

Join SILAC as we demonstrate how to use the Firelight Suitability Pre-Sale tool - launching March 2nd!‍

Wednesday, March 4th @ 11:30am CT
Suitability Pre-Sale Tool Demo
Register Here

*For Agent Use Only.
Suitability Pre-Sale does not replace SILAC’s final review, and determinations are based on the information and documentation provided.

SILAC^®is licensed as SILAC Life Insurance Company in the state of California, license #6244-8.

SILAC Fixed Indexed Annuities are products of the insurance industry and not guaranteed by any bank, nor insured my FDIC or NCUA/NCUSIF. Not a deposit. Not insured by a federal government agency. Withdrawal charges, bonus recovery & market value adjustment may apply to withdrawals made during the withdrawal charge period. Restrictions apply. May only be offered by a licensed insurance agent. Stated interest credits are not to be construed as guarantees or estimates of amounts paid in the future. Interest Rates and caps are subject to change at any time. Past performance is not indicative of future results. Guarantees are based on the financial strength and claims-paying ability of SILAC Insurance Company. Policy forms #ICC19 MYGA, #MYGA19, #ICC19-ELCFIA, and #ELCFIA. Product availability may vary by state. In Idaho, policy form is ELCFIA-ID.

For full disclosures, visit www.SILACins.com/disclosures

Video Walkthrough

Upcoming Training Webinars

Download the Suitability Pre-Sale Agent Guide