Try our New annuity and financial calculators!

Developing a financial plan for your clients can be difficult process. Our calculators are designed to save you time and effort by giving you quick, real-time information for hypothetical products. Between the fixed annuity and equity index calculators you will be able to illustrate every deferred annuity in our huge product database. Lastly, the 4 other financial calculators address the need for real time information on required minimum distrubtions, 72t disturbutions, and the high cost of clients waiting.

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

EQUITY INDEX ANNUITY HYPOTHETICAL CALCULATOR

FIA Annuity Illustrations
Our New Illustrator allows you to illustrate one product at a time, print the illustration, collect the forms required to write the case, email it to your client, and save the illustration to your client file for future use. It’s fast and easy.

  • Illustration System Features
    • Select from over 300 Fixed Indexed Annuities in our database
    • Hypothetical Illustrations use actual market values dating back to 1950 (S&P500)
    • Illustrate “Lifetime Income Benefit Riders”
    • Illustrations use real product-specific calculations
    • Save illustrations in client’s profile for reference
    • Product performance using Best/Worst/Current periods of the underlying indices
      Product and Account Ledgers
    • Systematic Withdrawals
    • Current and Guaranteed Values
    • Lifetime Income Withdrawal Benefit Riders

 

FIXED ANNUITY CALCULATOR

Fixed Annuity Illustrations
Our New Illustrator allows you to illustrate one product at a time, print the illustration, collect the forms required to write the case, email it to your client, and save the illustration to your client file for future use. It’s fast and easy.

  • Illustration System Features
    • Illustrations use real product-specific calculations
    • Save illustrations in client’s profile for reference
    • Product and Account Ledgers
    • Systematic Withdrawals
    • Current and Guaranteed Values
    • Lifetime Income Withdrawal Benefit Riders

 

72T DISTRIBUTION IMPACT

This calculator is designed to examine the affects of 72T distributions on your client’s retirement plan balance

 

72T CALCULATOR

The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your client’s allowable 72T Distribution and how it can help fund your client’s early retirement.

 

REQUIRED MINIMUM DISTRIBUTIONS

Use this calculator to determine your client’s Required Minimum Distributions (RMD) as an account owner of a retirement account.

 

DON’T DELAY YOUR SAVINGS

Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show your client’s how much postponing your client’s savings plan can really cost.