Running advanced market solutions shouldn’t feel like juggling multiple tools while trying to close a sale. As a life insurance agent, you’ve felt the struggle: explaining indexed universal life (IUL), debt elimination, and infinite banking strategies can be confusing enough — without having to jump between multiple platforms to do it. Your clients don’t buy what they don’t understand, and when you’re fumbling between systems, it’s harder to keep their attention — let alone write policy.
QuilityTM Pathfinder® empowers agents to create side-by-side illustrations that compare IUL, debt elimination, and smart banking solutions against a client’s traditional savings, retirement, or investment approach. With visual breakdowns and an easy-to-use design, Pathfinder makes it simple to explain advanced financial concepts, uncover opportunities, and guide clients toward smarter solutions — all on one platform.
Introducing the updated Pathfinder
Pathfinder has evolved into a comprehensive platform that houses three advanced market solutions under one roof. Instead of managing separate tools for different strategies, you now have a single, streamlined system designed specifically to help you close more sales with less hassle.
The interface is clean, simple and easy to use. But this isn’t just about aesthetics — it’s about creating a professional experience that builds client confidence while making navigation simpler for you. The client-centered design puts the customer journey at the heart of every interaction, making it easier to build, present and explain personalized solutions.
Three powerful solutions
Pathfinder brings together three critical advanced market strategies to offer your clients. Each solution integrates seamlessly, allowing you to create side-by-side illustrations that compare these three approaches against their traditional plans.
Regardless of their financial goals, Pathfinder can help you illustrate a product to get them there.
Retirement Planning
Indexed Universal Life (IUL) strategies are fully integrated into the Pathfinder platform. You can build comprehensive retirement scenarios that show clients exactly how their money grows compared to traditional 401(k) approaches.
The visual breakdowns make complex concepts digestible, helping clients see insurance as a financial tool rather than just coverage.
Debt Elimination
Debt Free Life®(DFL) is now a part of the Pathfinder experience, now enhanced with better integration and clearer presentation tools. You can demonstrate how strategic debt elimination accelerates wealth building and creates financial freedom faster than traditional payment methods.
Help your clients deal with burdensome loans by showing them how effective a life insurance policy can be with Pathfinder.
Smart Banking
Smart banking is where Pathfinder breaks even more ground. For the first time in the industry, Smart Banking is now available on an illustration platform—making it easier than ever to show clients how this strategy can transform how they manage and grow their money. By building cash value inside a properly structured whole life insurance policy, they can borrow against it to cover large expenses, seize investment opportunities, or navigate emergencies— all while continuing to grow their policy’s value. It’s a strategy that blends liquidity, control, and compounding growth.
You can finally show clients how to maximize their insurance policy in a way that makes sense and builds trust.
Sell smarter with Pathfinder. Sell more at Symmetry.
The expanded Pathfinder isn’t just about having more tools — it’s about using those tools more effectively. With single-client, multi-scenario functionality, you can run Debt Elimination, Retirement Planning, and Smart Banking scenarios for the same client without switching platforms. This reduces friction, saves time, and keeps your presentations professional and focused.
The visual comparisons and streamlined presentations help you position solutions more effectively and close high-value policies faster. This is designed to help you close. Every feature, every interface decision, and every integration point serve that purpose.
Pathfinder empowers you to create the kind of comprehensive, client-focused presentations that turn prospects into clients. Sell more. Sell Smarter.
