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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

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