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Lead generation (Need Calculator (Annuity Quote (NB Application (Policy…

- - - - Annuity Type
      - Owner details
      - Annuitant details
      - Benefits
      - Payout methods
      - Policy Type
      - Producer Validation
      - Policy Issuance
        
        Commission/Service Charges
        
        Document generation
        
        Reports
        
        Policy Set up
        
        Periodical payments
        
        Fund Switch
        
        Auto re-balancing
        
        Dollar Cost Averaging
        
        Bonus Credits
        
        Customer maintenance
        
        Renewal processing
        
        Cancellation
        
        Reqd minimum distribution (RMD)
        
        Withdrawals
        
        Claims
        
        Registration
        
        Payout calculation
        
        Tax calculation
        
        Rider claims
        
        Regulatory reports
        
        Reports
        
        GL Extracts
        
        Transfers
        
        GL Extracts