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Setting up the Fixed Annuity Index Module for your firm

The first step to adding a fixed index annuity to a plan is to set up your annuity settings as outlined below:

  1. Login as an Administrator
  2. Select the Settings tab
  3. Click Plan Settings
  4. Navigate to Manage FIA Models
  5. In the Global settings, you will be able to edit the Index Returns and Surrender Charges that will be used for your annuities as shown below:

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6.  In the Select Model settings, you will be able to select and edit between the different types of fixed    income annuities as shown below:

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After you select the type of annuity you would like to edit, you can customize the assumptions used as a default for your plans:

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