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
4/2020