Multi-Tier Split Annuity Illustrations

The Multi-Tier Split Annuity tool is a powerful, easy-to-understand and efficient split annuity calculator for helping clients plan how to allocate various funds. The Split Annuity interface provides unprecedented ease of use and at the same time allows for more complex illustrations when required.

Some of the features in the Multi-Tier Split Annuity calculator include:
  1. An easy-to-understand user-interface, similar to other tools in TRAK that have made TRAK so popular.

  2. The ability to quickly to turn options (such as premium bonus per tier) on or off with a couple clicks of a mouse button. This allows for removing prompts when they are not relevant (which reduces clutter) but having the power to use them when needed.

  3. The split annuity can include between 2 to 5 tiers.
    4. Split Annuity Illustration Number of Tiers

  4. The final tier can be a typical deferred annuity (growing back to the original balance), the final value can be entered, or it can also be a lifetime income rider.
    5. Split Annuity Illustration Solve For Options

  5. If an annuity illustration provided by an insurance company includes the principal and payout, but not the interest rate, the interest rate can easily be calculated with a drop down editor.
    6. Slit Annuity Illustration Calculate Interest Rate

  6. The flow chart illustration provides your client with an easy-to-understand image of how a split annuity works.
    7. Split Annuity Illustration Flow Chart

  7. Finally, it includes an attractive report that can be handed to a client.
But just don't take our word for it—download a demo of TRAK today and use it for yourself. You can be up and going in minutes. You will quickly understand how TRAK can help you as an advisor educate your clients.
 

 
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Reliant Financial Services

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