IMO’s, Banks and BD’s

Fixed Annuities

  • Customizable Annuity Grids

  • Your Company Logo and Colors

  • Show Only Your Carriers & Products

  • 80+ Carriers

  • Competitive Intelligence View

  • Income Rider Quote Requests

  • Electronic Applications*

Variable Annuities

  • Customized VA Grids

  • Traditional, Structured and IOVA Products 

  • Living Benefits, Sub-accounts, Options, Fees 

  • Side-by-Side Comparisons

Income Rider Quoting

  • Quote All Lifetime Income Riders At Once

  • Find "The Best" Rider For Your Client

  • Compare Benefit Payouts by Age

  • Compare 1st, 10th and 30 year Total Benefits


Hypothetical Illustrations

  • Calculate Hypothetical Returns

  • Best, Worst and Current Period Reports

  • Best Performing Account Reports

  • Contractual Minimum Values

  • Compare Product Ledgers Side-by-Side

SPIA Quoting

  • Quotes Directly From Carriers

  • Compare Payout Options

  • Collect Actual Carrier PDF Quote


"The Experts, Your Annuity Experts Call"