1

The Complexity of Some Annuity Designs are Often Better Explained by Illustrations.

Pictures are worth 1,000 words. And Sometimes that's easier than sorting through multiple emails for the illustration being discussed.

2

As You request amendments to your annuity quotes, your portal can be updated accordingly.

What if you wish to change the premium amount? Or if you want to see comparisons of different crediting strategies? There are actually a million ways (literally) that an annuity conversation can turn on.

3

If you are not ready to purchase the annuity, but still want to keep the discussion open for a later time, you may prefer to keep your quote portal accessible.

Some people want their annuity "yesterday"; others need to wait for a period of time for various reasons. Just communicate your wishes to me and the standard "3 week self destruct window" will not apply!

4

What if you forget some of the terms of your annuity contract after you have purchased it? Wouldn't it be convenient to have instant access to a portal from which you learned about your policy in the first place? 

24-7 / instant access to the "what, the why and the how" of the annuity policy that you purchased in the past. What's not to like about that!?