NOW

AVAILABLE

IS a variable annuity suitable for your client?

Historical Rolling Period Analysis of

Key Variable Annuity Benefit Features

SOFTWARE FEATURES

• Pick from a vendor list of variable annuity contracts and all fields will pre-populate with the chosen product and riders (featuring 15 of the top 20 variable annuity companies in the market today)

• Enter in your own custom product definitions

• Complete suitability analysis of chosen VA product for your client

DEATH BENEFIT RIDER FEATURES

• Over 145 Death Benefit Rider options to choose from

• Annual contract value step-ups

• Annual compound/simple growth

• Combo benefits

• Owner or annuitant driven benefits

• Spousal continuation resets

• Proportionate, pro-rata, and dollar-for-dollar withdrawal impacts

• Benefit rider charged to actual contract value or death benefit base

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INCOME RIDER FEATURES

• Over 300 Income Rider options to choose from

• Annual contract value step-ups

• Annual compound/simple growth

• Combo benefits

• Income base stacking (if applicable)

• Spousal continuation resets

• Single-life or joint-life income factors

• Benefit rider charged to actual income base

• RMD-friendly for qualified accounts