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The Income Illustrator
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Learning: Knowledge
When we launched our enhanced living annuity, the Retirement Income Option, by introducing the Guaranteed Annuity Portfolio, we did away with the complicated choice of choosing between an inflexible income; and an uncertain income. But even though we simplified the choice of which type of annuity to choose, just how much advisers should allocate to the Guaranteed Annuity Portfolio and how to structure it remained a complex planning problem. It is for these reasons that we developed the Income Illustrator.
The Income Illustrator provides financial advisers with cutting-edge technology that, with the click of a button, simulates scenarios of market realistic returns. These return simulations can give advisers and their clients insight into what income and capital values are reasonable to expect when adding different levels and variations of a Guaranteed Annuity Portfolio to a living annuity.
The Income Illustrator provides financial advisers with cutting-edge technology that, with the click of a button, simulates scenarios of market realistic returns. These return simulations can give advisers and their clients insight into what income and capital values are reasonable to expect when adding different levels and variations of a Guaranteed Annuity Portfolio to a living annuity.