Portfolio Simulator

Using an Index Protector fee-based annuity as an asset class, the tool provides a side-by-side comparison of a portfolio with and without one of these products. Monte Carlo simulations illustrate a range of possible outcomes and the benefits of having downside protection, while allowing participation in market upside.

This allows you to see and analyze different results based on market performance and interest rate changes, including the impact on accumulation, standard deviation and Sharpe Ratio.


Access the Portfolio Simulator here >


Annuity Rescue
Annuity Rescue
Do your clients have old variable annuity contracts that no longer meet their financial needs?


Advanced Technology from the Start

When you're ready to submit business, follow these three simple steps to streamline the process.

1. Integrate your CRM system to easily import client information.  See how easy it is!

2. Complete the annuity application with Quick App SM, our electronic application system designed exclusively for RIAs.

3. Select e-delivery and have the annuity contract delivered right to your inbox within 24 hours of being activated.

Please log in or create an account to get started.


Tips for You
Tips for You
Are you considering the move to an independent Registered Investment Advisor?

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