Annuities
05-24-2022
A slight departure from our name sake but totally awesome...our new annuity policy tracker allows you to keep tabs on annuity contracts just like you would an MAPD or PDP.
The annuity policy instance comes equipped with an accumulation value tracker. Basically, every year the annuity hits its anniversary date, enter the new accumulation value and the system will calculate yearly gains and total return.
