Simple & Effective ILP Sharing with Edge Data & Illustrator
Investment conversations are often weighed down by data overload, scattered fund facts, and unclear projections. At Edge, we’ve reimagined the way consultants present Investment-Linked Policies (ILPs)—making them more visual, structured, and engaging.
🔹 From Fund Performance to Real Clarity
Most consultants show fund performance charts—Edge goes further.
With Edge’s Fund Library, you can instantly illustrate how past performance translates into real outcomes through Dollar Cost Averaging (DCA) or Lump Sum investment strategies. These simulations take the guesswork out of investing and show clients tangible, comprehensible results.
🔹 Inflation-Adjusted Planning
The platform also helps highlight how different funds have performed against inflation—bringing attention to why investing is crucial, especially when cash savings lose value over time. This creates a strong emotional and logical hook early in the conversation.
🔹 No More Messy Spreadsheets
Say goodbye to cluttered tables and manual number crunching. The Edge Investment Illustrator gives a sleek, user-friendly interface where consultants can:
Show estimated returns based on actual fund performance or projected CAGR
Simulate withdrawals or top-ups with instant visual feedback
Account for policy charges transparently to build trust
🔹 Prepare Clients for Uncertainty—With Confidence
With Edge’s exclusive Custom Market Stress Test, consultants can simulate the impact of real historical financial crises (e.g., 2008, Dotcom Bubble) on a proposed plan.
This doesn’t just create realism—it builds credibility. You’re not just painting the upside; you’re showing how the plan holds even through tough times. It’s a subtle but powerful way to shift risk-averse clients toward action.
🔹 ILP Strategy, Reframed
Whether you're proposing DCA to manage volatility, leveraging loyalty bonuses, or showing how top-ups during downturns can boost long-term results, Edge provides you with a flexible, data-backed storyboard to:
Educate without overwhelming
Sell without hard-selling
Instill conviction while staying client-centric
Together with our Lifestyle Scenario Builder, consultants instantly gain access to over 20 actionable sales strategies that can be paired with ILP features—complete with guided resources to support execution.
Click the demo to explore it in action today.
