Point of Sale
Creating Your Retirement Income Calculator

This interactive calculator can help you complete a retirement income needs inventory for your client while also identifying the assets they intend to use to support their retirement plans and how each specific asset will be used.  Click here to begin.

VISTA Hypothetical Illustration Software

Enhance your VISTA presentations with personalized annuity illustrations. With just a few key pieces of information, you can present a custom hypothetical illustration demonstrating how your clients’ target essential income allocations can be supported by a combination of variable annuities, immediate annuities and systematic withdrawals from a diversified investment portfolio.

Your custom illustration includes:
  • A narrative introduction reiterating the theory of the retirement income pyramid
  • A summary of your client’s personal inputs and a visual representation of their individualized retirement income pyramid
  • A full hypothetical illustration for the included variable and immediate products
Click here to get started

Essential Income Allocation worksheet

Finding the right balance of immediate annuities, variable annuities and systematic withdrawals in a retirement income strategy can be a challenging task. This worksheet helps you and your clients work through the process of determining potential allocations. Click here to view and print the worksheet or to fill it out online.   

Other Tools

Visit the links below to view the other available point of sale materials or Contact us to order your supplies today.