EIAnalys=
t-Lite INSTRUCTIONS
|
![](3D"EIAnalyst2Lite_Instructions_files/image004.gif")
Instructio=
ns and
Hints
For=
best
results in this application, please use “Internet Explorer” as =
your
browser.
(*H=
int: You
can download Internet Explorer free at www.microsoft.com
if needed.)
Ø=
Login (if applicable)
o
Your
“User Name” is your
First name.
o
Your
“Password” is your=
Email
address. (Hint: You MUST use the Email address on record with the organizat=
ion
that is providing this tool. You can ‘copy and paste’ your email
address into this field to avoid errors in typing.)
o
A
message window will alert you of any error, e.g. “Sorry – unabl=
e to
locate Username”. If you are unable to resolve the error by re-tying =
your
login information, please use the ‘Contact
Tech Support’ hyperlink and describe your issue in the email form=
, or
call your provider/organization.
Ø=
Comparing EIAs
o
After
successful login to EIAnalyst-Lite you will be directed to the workspace pa=
ge
that allows you to create your comparisons, using the following fields.
o
1.
“Company or Item” – Se=
lect
either a Company or ‘Stock/Fixed Indexes’. (*Hint: The companies
that display here are dependent on those your organization has made availab=
le
to you.)
2.
“Product or Item” –
Depending on your choice made above, select an EIA Product, Stock Index, or
Fixed Rate. Stock Indexes do not include dividends. (*Hint: EIA Products th=
at
display here may depend on those your organization has made available.)
3.
“Credit Method” - Depending =
on
your choice made above, select an EIA credit method, a stock index, or a fi=
xed
rate percent. Stock Indexes do not include dividends. (*Hint: EIA Profiles =
are
listed with a ‘Ticker Symbol’ abbreviation and description; ONLY
the ‘Ticker Symbol’ will show on the Reports.)
4.
“Historical Period” – =
Select
a time period. (*Hint: Note the Ending Date of the data.)
5.
“Initial Premium” – Ty=
pe in
the total premium. (*Hint: Enter only numbers or an error message will appe=
ar.)
o
“Run Simple Report” –
Creates a 1-page summary comparison. (*Hint: This report may take several
moments to complete; watch the progress bar at the bottom of the Internet
Explorer browser window to monitor activity.)
o
“Run 7-page Report” - Create=
s a
comprehensive 7-page comparison. (*Hint: This Report may take up to a minut=
e to
complete; watch the progress bar at the bottom of the Internet Explorer bro=
wser
window to monitor activity.)
o
1.
“Client Name” – Type i=
n the
client name as you would like it to appear.
2.
“Annual withdrawal” – =
Type
in the ANNUAL dollar amount to be taken out. (*Hint: Enter only numbers or =
an
error message will appear.)
3.
“COLA adjustment” –
Optional. A ‘Cost of Living’ or ‘inflation’ factor =
that
increases the withdrawal amount each year.
o
“Run Advanced Report” - Crea=
tes a
comprehensive 9-page comparison. (*Hint: This Report may take over a minute=
to
complete; watch the progress bar at the bottom of the Internet Explorer bro=
wser
window to monitor activity.)
Ø=
Viewing the EIA Profile Rating Report
o
NOTE:
THIS FEATURE MAY NOT YET BE AVAILABLE THROUGH YOUR ORGANIZATION.
o
If
you have selected an EIA Credit Method, you can view the latest EIA Profile
Rating Report for that method by clicking the “View EIA Profile
Rating’ button. This is a comprehensive Report that features the
“PPG Grade” system of “A+” through “F-“=
for
EIA crediting method performace.
![](3D"EIAnalyst2Lite_Instructions_files/image003.jpg")