NOW
AVAILABLE
IS a variable annuity suitable for your client?
Historical Rolling Period Analysis of
Key Variable Annuity Benefit Features
SOFTWARE FEATURES
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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)
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Enter in your own custom product definitions
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Complete suitability analysis of chosen VA product for your client
DEATH BENEFIT RIDER FEATURES
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Over 145 Death Benefit Rider options to choose from
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Annual contract value step-ups
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Annual compound/simple growth
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Combo benefits
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Owner or annuitant driven benefits
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Spousal continuation resets
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Proportionate, pro-rata, and dollar-for-dollar withdrawal impacts
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Benefit rider charged to actual contract value or death benefit base
INCOME RIDER FEATURES
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Over 300 Income Rider options to choose from
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Annual contract value step-ups
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Annual compound/simple growth
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Combo benefits
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Income base stacking (if applicable)
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Spousal continuation resets
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Single-life or joint-life income factors
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Benefit rider charged to actual income base
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RMD-friendly for qualified accounts