Calculate and Compare with Confidence.

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.

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.

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.

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.