Existing Variable Annuities with GLWB or GMIB rider

Income Discovery currently lets the advisor model purchase of a new variable annuity with lifetime guarantees. That involves moving some of the assets toward the purchase. In many situations, clients already own one or more variable annuity. Some of those annuities may have their income / benefit base higher than the contract value, and the client is looking for advice on what to do with that annuity - if and when to invoke the income guarantee, withdraw money etc. Also, see Michael Kitces blog post on this topic. 

Income Discovery proposes to support this functionality in an enhancement. Please share your comments on the type of analysis you will do for your clients so that we can support them. 

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