Policyowner Video Tour
Inclined makes it easy for policyowners to access the cash value in their whole life insurance. Watch the videos below to learn how to apply for an Inclined Line of Credit (iLOC) and use your account once it's active.
If you need additional help, visit the Help Center 24-hours a day, or email support@inclined.com.
Inclined Help Center
As you begin your application for an Inclined Line of Credit or begin using a newly activated iLOC account, you may have questions. Visit the Inclined Help Center anytime to get answers fast!
1) Email Introduction & Application Overview
Your application process will begin with an email introduction. Watch this video to get an overview of the process and learn what you'll need to submit an application for an Inclined Line of Credit (iLOC).
3) UPDATE
Use the Inclined Advisor Portal whenever you want to send invitations to apply for a new iLOC account. You can invite yourself for a personal like, or any of your clients who meet our existing iLOC eligibility requirements.
4) UPDATE
You can view the most up-to-date iLOC eligibility requirements from within the Advisor Portal. We’re always working on expanding coverage for the types of policies and situations we can accept, so check back frequently for updates.
5) UPDATE
Track each client through the origination process, resend invitations, and, for clients with approved and active lines of credit, view a summary of their line details and activity.
6) Linking a Bank Account
You can link a bank account to any open iLOC account to faster draws and payment processing. This video walks you through the simple steps to link an account.