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Thursday, November 14, 2019
HomeTechnical Advice5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor:

  • AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities
  • Compares any type of annuity to any other type or to a taxable portfolio
  • For example, demonstrate the cash flow and Internal Rate of Return impact of switching from an expensive VA to a fee only VA or to a taxable portfolio
  • AnnuityOptimizer will allow you to become a trusted advisor on annuity assets your clients and prospects hold
  • Watch our video on AnnuityOptimizer:

 

Need to see more? Be sure to request your personal demo where our experts will answer your every question and help you become a trusted advisor with the right set of tools:

 

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