Sales presentations in numerical and graphical format. The Fixed Equity Indexed Annuity picture. Present prospects with several different graphic proposals. Fixed annuity sales presentations that can be personalized and customized to a prospect and a Insurance Company.
This presentation is an education tool. The main purpose is to grapichically show the wonderful benefits of compound tax deferral with the option to vary tax rates. I want this fixed annuity presentation to clearly disclose the year by year drama of compounding. I want this software presentation to automatically show interest income at the retirement year selected. Because this will be generic software it can not illistrate life income options. I want to show interest income options. I want up to 40 or 50 illistrations presentations dozens more concepts with many, many variations.
Deferred annuity owners may wish to make withdrawals for a variety of reasons. Many of the proposals, incuding the generic ledgers will show interest income at the designated retirement age. But what if they wish a level payment at some other time, or in some other amount? A level amount can be shown in any year. If a withdrawal is greater than the interest being earned, the program should run untill all principal and interest is exhausted. I also want " Minimum Distrabution" and "Systematic Withdrawal" as defined by Federal Law for qualified funds

I will go into much more detail, but I need to know your level of knowledge in math, US tax rates and actuary tables.

I expect this project to take some months to complete.