Wealth Accumulation

Give customers greater control of their assets.

Financial services companies are under pressure to provide cost-effective administrative support while still providing innovative products and excellent service. Current administration systems do not have the required capability to handle both wealth accumulation and wealth distribution. Wealth Management Accelerator™ can meet these needs for all types of wealth accumulation products.

Annuity Products

• Fixed Annuities
• Variable Annuities
• Deferred Annuities
• Equity Indexed Annuities
• Unbundled Annuities
• Market Value Adjusted Annuities
• Tax Sheltered Annuities
• Roth IRA
• Guaranteed Investment Contracts

Universal Life Products

• Universal Life
• Variable Universal Life
• Survivorship UL and VUL

Term and Whole Life Products

• Level and Decreasing Term
• Participating and Non-Participating Whole Life
• Joint and Last Survivor Life

Riders and Benefits

• Guaranteed Death Benefit Riders
• Term Insurance Riders
• Children’s Term
• Family Term
• Waiver of Premium/COI
• Accidental Death Benefit
• Guaranteed Insurability
• Cost of Living Adjustment
• Accelerated Benefit Rider
• Long Term Care Rider
• Disability Income Rider
• User-Defined Rider / Benefit (with User-Defined Calculations)

Variable Products

The strength of Wealth Management Accelerator's variable processing is its ability to easily handle the following functions for both accumulation and distribution:

• Virtually unlimited number of investment funds
• Dollar cost averaging
• Portfolio rebalancing
• Scheduled withdrawals
• Asset allocation/Re-allocation
• Unbundled products