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…
  • 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


Channel Software Solutions for: Carriers | Distributors