ForeSight™ for Annuities
Use ForeSight™ to make your annuity products easy to sell.
Present compliant sales illustrations that seamlessly integrate asset allocation models for all annuity product types on a single software solution.
ForeSight™ Annuity features:
- Supports all annuity insurance products
- Fixed Annuity
- Fixed Indexed Annuity
- Immediate Annuity
- Variable Annuity
- Payout Annuity
- Deferred Annuity
- Market Value Adjusted Annuity
and more…
- Fixed Annuity
- FINRA compliant hypothetical and historical illustrations
- In-force illustrations
- Supplemental reports (product descriptions, customized charts, etc.)
- Advanced and middle market sales concepts
- Asset allocation modeling
- Pre-set volatility modeling
- Stretch IRA
- Retirement income planning
- Annuity maximization
- Split annuities
- And more…
- Order entry integration
- Integration with e-applications (FireLight®)
- All Share Classes: A Share, B Share, C Share, L Share, Bonus
- All Markets: IRA, Roth IRA, Nonqualified, Qualified, 401(k), and
403(b)
- Taxation: Excludable, After-Tax Income and comparison, etc.
- Settlement Options: Income, Lump Sum, Installment, Certain,
Guarantee
- Riders
- Living and Death Benefits: GMWB, GLWB, GMIB, GMDB and GMAB
- Withdrawal Options: RMD, 72(t)/(q)
- Payouts
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