Annuity Illustrations Results Comparison
Compare actual compliant calculated illustrative values. A
distinguishing VisibleChoice® feature is the ability for the advisor to
run side-by-side comparisons and then generate actual compliant
illustrations based on the selected products that meet a client’s needs.
Once the illustrations are generated the advisor may compare
contribution amounts, cash values, payout streams, etc. to further
analyze and identify the most suitable product. This fully compliant
illustration is then attached to the application and passed to the order
entry system, streamlining the sales process.