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How do annuities work in Advizr software?

How to add an annuity to a plan in Advizr

  • Go to Profile > Accounts > +Add Account
  • Choose manual entry
  • Choose account type = annuity
  • There are 3 sections to input which are shown in the images below. The 3 sections are summary, policy details and riders.
  • If the annuity is a variable or indexed annuity there will be a 4th section in which you can input asset allocation or rate of return.
  • Make sure to click the green Add Account button when you're done inputting the information.
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