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