Professional-Grade Annuity Research Tools
The same tools licensed advisors use to analyze, compare, and recommend annuity products — now available to you. Powered by live CANNEX institutional data.
Market Intelligence
Live data from the CANNEX database — updated with current product terms.
Top 10 Annuities
Best-performing products across income riders, MYGA rates, and FIA growth strategies — pulled live from the CANNEX database.
Open reportMarket Rate Snapshot
Current MYGA rates across all terms, top FIA cap and participation rates, and income rider payout ranges.
Open reportCarrier Strength Overview
AM Best ratings across all carriers in the database. Filter by product type and rating tier.
Open reportReports & Illustrations
Generate scenario-specific reports, compliance documentation, and decision support.
Product Illustration
Year-by-year projection for a specific product — account value, income base, credited interest, fees, and income payments.
Open reportWhole Income Comparison
Compare FIA income riders, annuitization, DIA, and SPIA in one view — monthly income, liquidity, control, and what you give up.
Open reportIncome Strategy Comparison
Side-by-side comparison of income strategies for a client scenario — riders vs annuitization vs guaranteed rates.
Open reportPortfolio Strategy Report
Blended portfolio report with per-sleeve projections, accumulation charts, income estimates, and allocation breakdown.
Open reportMYGA Ladder Builder
Auto-build an optimized MYGA ladder across multiple terms. Compare strategies, view maturity timelines, and carrier diversification.
Open reportInteractive Income Report
Create a shareable interactive experience — client adjusts a deferral slider and sees how waiting affects GLWB monthly income across 2–4 products.
Open reportGrowth Strategy Comparison
Compare FIA growth strategies by cap, participation, index, and projected outcomes across market scenarios.
Open reportRetirement Readiness Report
Can the client's savings generate enough guaranteed income? Gap analysis between target income and available strategies.
Open reportFee Break-Even Analysis
When does the rider fee pay for itself? True cost analysis including opportunity cost of forgone investment returns.
Open reportPortfolio & Monitoring Reports
Review and document owned annuity performance, changes, and recommended actions.
Annual Review Report
Full annual review: holdings, rate changes, performance tracking, income impact, and recommendations.
Open reportRate Change Report
All rate changes across holdings since purchase or last review — cap, participation, fixed, and spread changes.
Open reportMaturity & Rollover Report
Holdings approaching maturity with current market alternatives for reinvestment planning.
Open reportPortfolio Health Summary
One-page executive summary of all holdings: status, alerts, total value, and next actions.
Open reportFull access. You choose how.
Connect with a specialist for a free guided walkthrough, or go self-directed for $79/year. Either way — no subscription lock-in, no carrier contact, no pressure.
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