Product Comparison

The Product Comparison tool lets you analyze multiple annuity products side by side, making it easy to identify the best options for your clients. Starting a Comparison There are several ways to start a comparison: Select multiple products from search results and click Compare Add products to comparison from the Saved Products page Use the Add to Compare button on any product detail page Comparison Views Summary View See key metrics at a glance: rates, surrender periods, rider costs, and carrier ratings in a compact table format. Detailed View Dive deeper with comprehensive feature comparison including all crediting methods, bonus structures, and income projections. Income Projection View For products with income riders, compare guaranteed withdrawal amounts at different ages and scenarios. Highlighting Differences Use the Highlight Differences toggle to automatically emphasize where products differ, making it easy to spot key distinctions. Exporting Comparisons Export your comparison as a professional report to share with clients. Choose from PDF or interactive web link formats.