Solution introduction
Redefine Annuity Planning with Precision and Confidence
IncomeConductor’s upgraded annuity engine gives you tax-intelligent modeling, integrated planning workflows, and unprecedented clarity across both existing and future annuity contracts
Turn annuity complexity into clarity with tax-smart precision built in
Access the most comprehensive annuity modeling available to financial advisors:
Integrate existing contracts
Seamlessly incorporate your clients’ current annuity assets and income streams into holistic retirement plans.
Simulate future purchases
Model potential annuity purchases and compare multiple product options within the context of complete client income strategies.
Model every income stream
Project lifetime income streams, period certain guarantees, and rider-based income options with precision.
COLA assignment
Apply Cost of Living Adjustments to any annuity income stream to reflect real-world planning scenarios.
Contract-level growth projections
Set rates of return specific to each annuity contract, independent from other portfolio segments.
