Our illustration system is designed to help you understand how an annuity works. We have found that by understanding the concept first the client can make better, more educated decisions on which annuity fits their retirement goals.
You can click on the concepts below to learn when and how they are unitized.
This illustration will demonstrate the power of tax deferral. We compare current annuity rates with CD rates.
SAMPLE ILLUSTRATION PERSONALIZED ILLUSTRATIONYou have seen the ads, maybe even attended a workshop and still may be confused on how the FIA works. Our illustration will show you how a FIA might work in a down, flat and up market. This will better prepare you for your search for the best FIA for you.
SAMPLE ILLUSTRATION PERSONALIZED ILLUSTRATIONThis illustration will cover current or future Requirement Minimum Distributions (RMD). This is a great way to plan ahead for both you and your heirs.
SAMPLE ILLUSTRATION PERSONALIZED ILLUSTRATIONThe most popular concept we see day is income planning. Whether you are looking to create income you, and or your spouse, cannot out live, or, looking to replace income from the loss of a spouse, we have you covered. When looking at income planning, there are many moving parts. From your goals, your available assists to utilizing retirement products to maximize the benefit to you. This is one area that an annuity can offer benefits and features that almost no other financial product can.
SAMPLE ILLUSTRATION PERSONALIZED ILLUSTRATIONThis illustration simply gives you a clear picture of account balances using various interest rates using both Single Premium and Flexible Contributions. This is a planning tool for those wanting to see how different contributions, rates and deferral will grow their account balance.
SAMPLE ILLUSTRATION PERSONALIZED ILLUSTRATION