Demonstrate the potential of balanced allocation annuities with Efficient Frontier

The Annexus Research Institute has unveiled a new web-based tool that demonstrates the impact of balanced allocation annuities on a client’s or prospect’s portfolio.

Efficient Frontier, powered by Ibbotson Associates, allows users to model select retirement portfolio case studies using Ibbotson’s Efficient Frontier Framework for both accumulation and income optimization. You can run comparisons between two portfolios: a traditional stock/bond portfolio and then also includes a balanced allocation guaranteed annuity.

The purpose of the tool is to let you interact with the Case Study data from Ibbotson’s analysis of retirement portfolios with and without guarantee product designs to see how different allocations can help improve client outcomes. It shows you the portfolio with the greatest probability of success and the highest assets at death for each point. You can then place your cursor on any point of the graph that’s produced to see the asset mix, the average assets at death and probability of success of the portfolio represented by that point.

If you have questions about the tool, contact your CreativeOne Sales Team.