Use the Split Annuity Product Editor with the Split Annuity calculator.

The prompts are discussed below:

Product Name

Select the annuity product. Click on the New button () at the top to create a new product.

Default Plan

When working with the default annuity product, click on the 'Default Plan' button.

Account Payout Tab

Payout Method

Select the payout method for the account. The options are:

Annuity Product: An annuity product must be selected.

Interest & Principal: The account will payout principal and interest.

Manual Annuity Rate: The Split Annuity Calculator will require the user to enter an annuity rate.

Interest Rate

This prompt is enabled if the Payout Method is Interest and Principal. Enter the interest rate associated with the account.

Annuity Product

This prompt is enabled if the Payout Method is Annuity Product. Enter the annuity rate associated with the account. Annuity products may be edited by clicking on the editor button to the right of the prompt.

Number of Years

Enter the number of years for the split annuity product.

Free Pull

Enter the free pull value.

Account Growth Tab

Enter the tiers for the account growth, both for guaranteed and current product values.