Deferred Annuities have a different financial classification than other assets. Giving them a dashed border allows the advisor and client to know this detail just by viewing the Asset-Map.

Annuity Cash Flow:

To designate a Cash Flow as an Annuity, select "Annuity" from the Cash Flow Type drop-down on the Essentials tab.

Annuity Asset:

To mark an asset as a deferred annuity, click to edit the asset and click on the "Deferred Annuity" box on the "Essentials" tab.


Target-Map:

A Target-Map will list them in the "What you have" tab, each under the appropriate section.  Decide which resource to use to fund the goal.  Be aware not to double-dip from the same resource.

Tags: variable, variable annuity, annuities, fixed

11/2018

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