FIA Credit Method Ratings

FIAnalyst-Lite

Income Planning Suite

MCP Suite Basic

MCP Suite Pro

 

“We are very excited about learning to use the software & can see it will give us that extra edge we need ...”

Dick G.

 

FIAnalyst-Lite

Simply the best online indexed annuity hypotheticals program.

Find and present the right credit method for your client, and then demonstrate its value for meeting annual income needs with our historical hypotheticals. Equity indexed annuity comparisons and presentations don't get any easier than this! We maintain a database of over 700 product credit method configurations sorted by issuing company, so you create beautiful, colorful reports in mere moments.

 

Screen shots (click image to enlarge)

 

Main Features

Sample Reports

Historical Hypotheticals Learn more FIA Credit Method Ratings Learn more Pre-configured FIA Products Learn more Credit methods supported: Daily Average, Monthly Average, Monthly Cap, Point to Point, Vesting, Annual Reset; 2-year, 5-year, and 10-year Reset; 90-day Low Water, and Performance Trigger! Indexes include: DJIA, EuroStoxx 50, Nasdaq 100, Russell 2000, SP400, and SP500. Also provided: nine fixed/CD rates (1% - 9%). Internet only: No software to install or maintain

Snapshot Historical Hypothetical (PDF) Complete Historical Hypothetical (PDF) Retirement Income Hypothetical (PDF) Credit Method Ratings Report (PDF) Software Brochure (PDF)