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In every EIA analysis situation
within this software program you can analyze participation, fee, bonus,
and cap. In addition you can select 6 indexes (Dow Jones Industrial,
Russell 2000, Nasdaq 100, S&P 400, S&P 500, and the 30 yr Bond). Also,
you can select the top 19 EIA Crediting Formula’s (from Point-to-Point
No Cap to Performance Trigger Formulas), compute the "minimum guarantee
surrender value" based on either simple or compound interest, and of course you can enter any
dollar principal and start date to the current year to analyze returns.
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Data Entry – We offer a “live”
update analyzer. It is tied into your “internet” DSL or Cable connection
(automatically) and uploads the most current index data…free
of charge.
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EIA vs. Fixed – This particular
program analyzes any EIA against a traditional fixed annuity. You will
find this very useful in any annuity sales presentation.
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EIA vs. EIA – This program analyzes
a market index, a traditional fixed annuity… against two different
EIA’s. This is very sweet and will make you a lot of money!
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EIA Asset Allocation – This program
first helps you determine what EIA formula to use in a particular market
cycle. Then the program computes the correct asset allocation percentage
(and dollar amount) in relation to an EIA formula…then allocates the EIA
formulas to 3 EIA’s (simultaneously)…which can be used in advanced
income/recovery planning. This is the “cutting edge” of the industry!
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Bull & Bear Market Analysis – This
analyzes any particular EIA in a bull & bear market…side-by-side
(simultaneously). This is a wonderful tool you can use in any annuity
sales presentation.
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Curve & Fit Projection – This
analyzes any particular market index return against any EIA
return/formula…and projects a “curve& fit” return into the future. This
is an advanced form of Monte Carlo calculus that computes all known
probable returns (based on historical data) and plots these returns in a
graph (projecting the index vs EIA) into the future. This is far more
advanced than traditional Monte Carlo analysis. This is for the super
analytical!
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Variable Estimated Future Return –
This is static analysis of the past 3 year’s returns, recomputing and
estimating what the next 10 years returns would look like using a
specific EIA.
