Quantitative Research
Income Annuity Education

We also provide calculators that help assess the value of an Income Annuity or any asset that has been annuitized. Our suite of Income Annuity Tools helps support client education sites for financial institutions and include:

  • IRR / Internal Rate of Return (What Is My Return?)
  • ILY / Implied Longevity Yield (When is the Right Time to Buy?)
  • Guarantee Comparison (What Type is Right for Me?)
  • Value Proposition (Why Should I Buy?)