Income Comparison

The Income Comparison Report helps clients visualize guaranteed lifetime income from different annuity products side by side. Creating the Report Select 2-5 products with income riders Enter the client's age and premium amount Choose income start ages to compare (e.g., 65, 67, 70) Select single or joint life coverage Generate the report What's Compared The report shows for each product: Withdrawal Percentage: GLWB payout rate by age Annual Income: Dollar amount per year Monthly Income: Equivalent monthly payment Lifetime Total: Projected total assuming life expectancy Rider Cost: Annual fee for the income benefit Income Scenarios View income projections under different scenarios: Immediate Start: Begin income right away Deferred Start: Wait 5, 10, or more years Step-Up Scenarios: Impact of income base growth Visual Charts The report includes bar charts and tables making it easy for clients to see which product offers the highest guaranteed income.