Distributors

Annuity Illustrations

Two versions of our illustration system are available to our subscribers. You can use either one you choose, depending on your needs at the time.

The Vision Illustrator® allows you to illustrate one product at a time, print the illustration, collect the forms required to write the case, email it to your client, and save the illustration to your client file for future use. It's fast and easy.

For those looking for more power, our Insight Illustration System® offers the additional power to run multiple FIA illustrations (up to 10 products at once) going back to the date of inception of most indices (e.g. back to 1950 for the S&P 500). Graph the performance of multiple products for comparison, find the "best performing" accounts, compare performance against the "best" and "worst" periods of the underlying indices. It's all at your finger tips! Graph the performance of multiple products for comparison, find the "best performing" accounts, compare performance against the "best" and "worst" periods of the underlying indices. It's all at your finger tips!

A Recruiting Tool

When you subscribe to one of illustration systems we will generate a "link" unique to your account. You place the illustration link of the home page of your web site.

When broker "clicks on" the link to run an illustration the broker is required to register and select those Carriers he or she would like to run illustrations for. Your designated marketing contact receives an email stating that John Q. Adams requested to run illustration for the following companies.

Pick up the phone call them and if they are not appointed through your organization, you have the opportunity to recruit a new agent!

Illustration Reporting

Within your administrative console you can generate a report by agent showing the number of illustrations each agent runs month, by Carrier, by Product.

Illustration System Features

  • Select from over 300 Fixed Indexed Annuities in our database
  • Compare up to 10 Fixed Indexed Annuities side-by-side1
  • Hypothetical Illustrations use actual market values dating back to 1950 (S&P500)
  • Historical Illustrations use real product-specific calculations
  • Illustrations use real product-specific calculations
  • Collect 'New Business Forms' and Email with your illustration Reports
  • Save illustrations in client's profile for reference

Illustration System Features

  • Product performance using Best/Worst/Current periods of the underlying indices
  • Product and Account Ledgers
  • Best performing account comparison1
  • Systematic Withdrawals
  • Current and Guaranteed Values
  • Lifetime Income Withdrawal Benefit Riders
1 Available in the Insight Illustration System®