NOW

AVAILABLE

is your client concerned with any of these ISSUES?

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

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

SUBSCRIBE TODAY

Sign-up for a subscription today!

 

  • Subscriptions start at $795 per year for 1-3 users 

  • Add additional users for $150/year each

  • Options to pay monthly, quarterly, and annually

Ready to subscribe? Choose an option below to either download an order form or subscribe online. You can also register for a free 30-day trial of Optinuity before subscribing.

Contact

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Snellville, GA 30078

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Tel: 866-972-5680

Fax: 678-974-3277

info@betavest.com

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