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Turn a calculation into a conversation. And a conversation into a sale.
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Increase Income 20-40%

Calculate the largest possible income between any two ages using Maximum Withdrawal Strategies without “account-draining” rider charges.

Comprehensive Annuity Data

You can calculate return and withdrawal scenarios using over 430 FIA products along with their strategies. Our product information is provided by the oldest and most trusted name in carrier data aggregation.

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SnapShot Cost Analysis

The system will determine the gross dollar amount gained, the rate of return (before costs), and the net IRR (Internal Rate of Return) after costs and fees. You can select an investment type, such as a variable annuity, original deposit date, deposit amount, carrier, product and current value. The system will populate the fee amounts for M&E, Admin and Expense Ratio for the selected carrier and product and reverse engineer the gross and net returns. You can then show the total fees as a percentage of growth.

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Reduce Asset Depletion

Increase or Provide Client Income while using Fewer Investment Assets to obtain the Required Amount. Identify Hidden Cost Factors.

Compare Income Riders

Dynamically sort hundreds of income rider products based on client age and the age to start income. Quickly run scenarios based on client criteria and then add a full schedule of values (year by year) with a single click. You will no longer need a stand-alone application for running GLIB quotes.

Calculate Cash Flows

A simple report type that calculates income sources quickly and efficiently. Identify income gaps that can be addressed using various strategies such as AUM, guaranteed income options, and withdrawal strategies. You can then create a new report after making needed adjustments. Select and add your custom designed income calculations to the cash flow report for comparison. 

Increase Wealth

Calculate and Compare different strategies to provide the maximum Internal Rate of Return based on the client’s objectives. 

Full Comparison Functionality

Compare any two product scenarios – VA vs. VA, FIA vs. FIA, VA vs. Fixed, Fixed, Brokerage Account vs. VA or FIA, Income rider vs. withdrawal strategies, etc. Click on any two products for immediate comparison.

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Create Client Maps

Create comprehensive Client Maps that chronicle and store your cash flow analysis, performance snap shots, illustrations, calculations, and comparison information into a single downloadable document that validates your fiduciary capacity. Use “Save All” to store your calculation settings under the client name so you can open all related reports in a single click. 

Run Your First Illustrations in Less than 5 Minutes

Burn Down the Train

I have always appreciated the tenacity and focus of Andrew Carnegie. During the 1800s, he amassed a fortune that would be worth around $300 billion in today’s dollars. A tremendous amount of money, yes--to put this in perspective, that would make him wealthier than...

On the Edge of Psychological Chaos

“Yes, the pain shot through me like a knife. It brought tears to my eyes. But now I have a gold medal and the pain is gone.” Shun Fujimoto On the bleeding edge of chaos is where successful people are able to do the things that unsuccessful people won't and...

A “Moneyball” Method that Boosts Guaranteed Lifetime Income Benefits up to 100K

Michael Lewis, author of "Moneyball," pointed out at a recent industry conference that "experts make mistakes, and analyzing data can help prevent gut calls that become bad decisions.” The Oakland A's dissected statistics and analyzed data to identify undervalued...

Double Variable to Fixed Annuity Conversions

With variable annuity net assets exceeding $2 trillion at the end of the fourth quarter, there is very good chance that by simply improving a single factor in your replacement methodology, you could easily generate several hundred thousand dollars of additional...

SPIA Payouts Surge 2.08% While VA Income Riders Slide

As I have discussed over last two years, Income riders charges are up, payout factors down and most products produce less than a 1% IRR at client life expectancy.     Income riders are falling even harder than I expected.     According to LIMRA: “One of the factors...

The Downside of Decumulation

"The question isn't at what age I want to retire, it's at what income." - GEORGE FOREMAN In this article, we will share an approach that will expose the weakest links to the most common choices when purchasing an annuity and provide you with the knowledge to increase...

Investment Accounts “Rule of Three”

As a professional, you want to join the conversation your clients are already having in their mind. At some point in the future, there are only three possible options (or some combination of the three) for your clients regarding any income asset, once they have...

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