Skip to the lesson

Paycheck now or later

Compare income now with income later. See each payout option and what beneficiaries receive.

A client who wants a paycheck also asks what the family gets. Your AI lines up each option and its terms. You choose what to show first.

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

You'll learn to

  • Compare income now from two product types
  • Compare payout options and what beneficiaries receive
  • Compare later income from a qualified longevity annuity and an income rider

In this guide

  1. 1. Compare an immediate annuity with an income rider
  2. 2. Compare life, period certain and refund options
  3. 3. Compare a qualified longevity annuity with an income rider