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.

 

Income Planning Suite

Online Retirement Planning Using Fixed Annuities.

This internet program includes the programs FIAnalyst-Lite (historical hypotheticals & annual withdrawals) and ImmStudy-Lite (guaranteed payments & Monte Carlo analysis). Find and present the right indexed annuity credit method for your client and then along with an immediate annuity or alone, demonstrate its value for income planning. 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 shot images (click to enlarge)

        

 

Main Features	Sample Reports
Pre-Set Database of FIA Products Historical Hypotheticals 2 Types of Income Plans FIA Credit Method Ratings No software to install or maintain FIA Rate changes updated weekly Most credit methods supported Six stock indexes & nine fixed/CD rates provided	Annual Withdrawal plan (PDF) 3-Phase Income Plan (PDF) Summary Hypothetical growth (PDF) Detailed Hypothetical growth (PDF) Credit Method Ratings Report (PDF) Software Brochure (PDF)