Wanted to see if any of you guys know of a good software to build annuity portfolios. The carriers have the software available to run illustrations but they are never client friendly and just spit out a table of numbers for that specific product.
I usually set up annuity portfolios and split money up amongst various annuities for different purposes in one portfolio ie. lifetime income, growth, death benefit, ltc, etc. I would like to have the ability to show these in the same portfolio and have charts and graphs that will be easy for prospects to understand. Any recommendations would be greatly appreciated.
I usually set up annuity portfolios and split money up amongst various annuities for different purposes in one portfolio ie. lifetime income, growth, death benefit, ltc, etc. I would like to have the ability to show these in the same portfolio and have charts and graphs that will be easy for prospects to understand. Any recommendations would be greatly appreciated.
