Run an illustration and read it first

An annuity illustration is a year-by-year table of what a contract is worth and pays. Run one for your client, then read it before they do.

Your client will want to see the numbers year by year. Know which ones the contract promises, and you can explain your pick and close the case.

Uses credits: 20 per illustration, 15 per quote (list prices)

You'll learn to

• Run an illustration with the right rider and gender
• Read the promised numbers next to the what-if ones
• Check that withdrawals add up before you show the table

In this guide

1. 1. Run a fixed index annuity illustration
2. 2. How to read an annuity illustration
3. 3. Show a fixed-rate annuity (MYGA) year by year