Annuity Intelligence Report Introduces. . . the New Benefit Selector
Save time sorting and filtering variable annuity living benefits.The Annuity Intelligence Report is an easy-to-use, comprehensive tool for variable annuity research and information. Now users can sort and filter living benefits to save time, improve client service, and enhance suitability.
More than 85% of variable annuities are sold with a living benefit rider attached. That makes it more important than ever to have a source of timely, accurate, comprehensive living benefit information.
Here is what advisors and home office professionals can do with the benefit selector:
• Search and sort VA living benefits
• Filter VA riders based on key criteria
• Find a product solution from among hundredsof active riders in the system
• Save time
• Eliminate clutter
Professionals who handle variable annuities will be ableto be more productive with this tool. Advisors and homeoffice staff now have an efficient way to sort through thelarge number of riders and features:
• Withdrawal percentages
• Step-up provisions
• Age bands
• Spousal continuation features
• RMD compatibility
The Annuity Intelligence Report and the new benefit selector make handling variable annuities easy.
For more information, contact us at 1-800-597-8084 or [email protected].
“The benefit selector is saving us time andimproving client service. We are able to sortthrough the hundreds of VA living benefitsout there and really make sense of what’sright for the client.”
Ethan YoungAnnuity Product ManagerCommonwealth Financial
The benefit selector helps you to cut throughclutter and find the right variable annuityliving benefit rider for any client situation.
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