VA/ILLUSTRATOR creates hypothetical performance illustrations using actual performance data for the
Variable Annuity investment options included with the program.
The calculations associated with variable annuities are generally much more complicated
than those with mutual funds, particularly when withdrawals are shown.
We work very closely with our client companies to insure that all
illustrations accurately duplicate the results generated by your in-house programs.
Customized Investment Program Illustration Modules
Variable annuities frequently have highly customized specific investment plan programs
available to their customers. Programs such as Automatic Fund-to-Fund Transfers,
Periodic Portfolio Re-balancing, and Automatic Allocation of new investments among
a diversified portfolio are potentially very powerful selling points.
You spend a lot of time and money to design and implement these customized investment plan
programs, and your prospects need to understand their benefits. When your sales force has
VA/ILLUSTRATOR, they have the tool they need to clearly illustrate to their clients how
your carefully designed programs work and what the benefits of each are.
In addition to the modules designed for your customized programs, Core modules are used
to illustrate non-program-specific performance of the investment Options:
Each of these modules is customized to meet your specific needs.
If, for example, only accumulation plans are to be illustrated, the withdrawal options can
be removed. The modules may be used in any combination - distribute as many or as
few as you want your sales force to use.
|Option Performance Modules
Full flexibility in illustrating lump sum, periodic or irregular investment and withdrawal plans.
Option vs Index Comparison
Compares the performance of one Option to the performance of a fixed rate of return or to
any one of the indices that the client company elects to have available
(such as CPI, S&P500, various Lipper indices, etc.)
Compares the performance of two Options, using the same customized investment and
View Pricing History
Review the pricing history of the selected Option.
|Investment Strategy Modules
Illustrates the strategy of diversification
through a multi-Option portfolio.
Illustrates the strategy that uses periodic reallocation/rebalancing
of the portfolio to dollar-cost average and lock in gains.
All modules utilize a consistent interface in order to speed up the input process and
reduce learning time, and all modules produce on-screen and printed Reports and Graphs.