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Web Tools

Enhance your site by adding one or more of these dynamic WebTools. These tools can be modified to meet your specific needs.

Co-branding
Incorporate our historical database of variable annuity AUVs, underlying fund data and variable life data into your website. Current values are updated each friday evening.

Top 25
A listing of the top 25 performing sub-accounts for the following investment categories and time intervals. All Categories, Capital Appreciation, Growth, Growth & Income, Index Accounts, for Weekly, One Year, Three Year, 5 Year and 10 Year intervals.

Quotes
Add this powerful tool to your website. Users can retreive the current sub-account annuity unit values and historical performance of any variable annuity or variable life product.Quotes can be retrieved by either company listing or product name.

Personal Portfolio
A unique portfolio tracking system that enables the user to moniter thier Variable Annuity Portfolio and Variable Life Products. This unique portfolio tracking system calculates the values of each sub-account within the varible annuity or variable life policy. Percentage gains and the percentage of allocation to each investment category is updated each week.

Asset Rebalancing is a feature included in the Personal Portfolio. The user has the ability to set the limits that each sub-account may reach before the portfolio is flagged for reballancing!

An excellent tool for the individual as well as for companies that want to give thier employess the ability to moniter thier retirement plan.

Performance Analysis
A comphrensive tool for the most advanced analysis of annuity and life sub-accounts available on the net. Query the database for performance of subaccounts by numerous parameters; Time intervals of 1 week, 1 month, 3 months, 6 months, 9 months, years 1 through 10, mortality expense, administrative fees, investment category, percentile ranking etc.

Policy Cost Analysis
Find the products that have the lowest overall policy cost. Sort and rank policies by Total Asset Charges, Mortality Expense, Administrative Fees, surrender charges, who has none? A great tool coupled with the Performance Analysis tool!

Graphs
Graph the performance of your subaccounts and give a historical perspective of performance relative to major indexes. May be incorporated as part of the Quoting system, Personal Portfolio or a stand alone feature.

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