Crossfield — Producer Portal
CROSSFIELD
Producer Portal

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Crossfield Strategic Partners · Agent Dashboard
My Active Cases
—
in pipeline
Commissions YTD
—
earned
Pending Payment
—
in queue
Pipeline Value
—
total target premium
📊 Premium Finance Calculator
Estimate loan-funded IUL projections · IRC 7702 compliant
Client Age
Gender
Health Class
Face Amount ($)
Target death benefit
Annual Loan Amount ($)
Bank funds this amount per year
Loan Term
Loan Interest Rate (%)
IUL Projected Crediting (%)
Illustration rate — not guaranteed
Enter values and click Calculate
to see the projection
🏛️ Estate Tax Exposure Calculator
Federal estate tax need · Death benefit sizing
Total Estate Value ($)
Filing Status
Tax Year
Existing Life Insurance ($)
Outside the estate (ILIT)
Liquid Assets ($)
Cash available to pay tax bill
Enter values and click Calculate
to see estate tax exposure
📋 My Cases
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Client Carrier Stage Target Status Days
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📁 Marketing Library
Approved materials · Lex-reviewed · Ready to use
📊
Premium Finance Overview
Client-facing one-pager explaining bank-funded IUL. No carrier names.
PDF
📈
Cost of Waiting Chart
Age-based illustration showing delay cost across 5 client scenarios.
PDF
🏛️
Estate Planning Guide
Federal estate tax exposure explainer. CPA-friendly language.
PDF
💬
Objection Handling Scripts
Talk tracks for "too risky," "need to talk to CPA," and 6 more.
DOC
📧
Email Sequence Templates
5-email nurture sequence. Compliance-approved copy.
DOC
🎥
Explainer Videos
Short-form client education videos. Shareable on social.
VIDEO
📋
Client Intake Checklist
20-field checklist. Prevents NIGO submissions before they happen.
PDF
🤝
CPA Outreach Kit
Introduction letter + follow-up sequence for CPA partnerships.
DOC
🔗
Simplicity LifeLink
Access Simplicity Springfield's advanced planning tools.
EXTERNAL
🎓 Training & CE Classes
🏫
PF Fundamentals
Bank-funded IUL basics. How it works, who qualifies, how to pitch.
CE ELIGIBLE
📐
Illustration Workshop
Reading illustrations. What the numbers mean. How to present stress tests.
TRAINING
🧠
Advanced Case Design
Q-Plan Rescue, 162 Bonus, NQDC. Beyond standard PF.
ADVANCED
➕ Submit a New Case
This goes directly into Casey's pipeline. Casey will follow up within 24h.
✅ Case submitted successfully. Casey has been notified and will follow up within 24 hours.
Client Full Name
Date of Birth
Annual Income ($)
Net Worth ($)
Desired Face Amount ($)
Program Type
Health Class (Estimate)
State
Client Email
Client Phone
CPA Name & Contact (Required for PF)
Notes / Context
Casey will confirm receipt and assign a case number within 24h