Annuity Analysis Tools

Annuity Rate Watch provides the most powerful tools on the internet for analyzing, comparing and understanding today's annuities by looking at trends over time, comparing product performance and searching for products that meet your requirements.

Product Search

• Search for products matching your specific criteria
• Dozens of filter criteria including Maximum issue age, interest rate guarantees, length of surrender charges, withdrawal provisions and available riders
• Search for products approved for sale in a specific state
• Filter and sort products based on commissions paid

Equity Indexed Illustration System

• Compare up to 10 Equity Indexed Annuities side-by-side
• Select from over 120 Fixed Indexed Annuities in our database
• Base your calculations on REAL index values and REAL product specific calculations
• Illustrate policy performance with actual market values dating back to 1950 (S&P500)
• Save your illustrations to your client's

Illustration System Also Includes these Calculations

• Systematic Withdrawal Values
• Required Minimum Distributions
• Asset Rebalancing
• Current and Guaranteed Values

Improve your Efficiency

• Get business forms and package together with your illustrations
• Save your Illustrations and Forms under your client's name or in your own personal illustration database
• Illustrations and Forms can be created in PDF (Acrobat) format and saved to your desktop
• Email Illustrations and Forms directly to clients from within the Illustration System

Your subscription entitles you to all these tools and access to our comprehensive database of Annuitiy Companies and Products.