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Equity Index
Comparison System |
Save Illustrations to a Client Folder - Run Multiple Products for
Comparison - Graph the Results
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Select a product or multiple products, allocate the premium among the
available accounts, select the state of issue, select an issue date (back to 1970).
Our system will then generate an illustration showing the performance
each year of the index used in that account,
the interest earned and credited, the annualized rate of return for that year and over the life of
the contract. See how the premium bonus is applied (if any and earned), the surrender values for each
account and the guaranteed minimum account value.
The illustration provides values based on the current interest rates, participation rate, spreads and cap.
All values are also calculated utilizing the contractual guaranteed interest rates, participation rate, spread and cap, the worse case
scenario. |
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