How to add an annuity to a plan in Advizr
- Go to Profile > Accounts > +Add Account
- Choose manual entry
- Choose account type = annuity
- There are 3 sections to input which are shown in the images below. The 3 sections are summary, policy details and riders.
- If the annuity is a variable or indexed annuity there will be a 4th section in which you can input asset allocation or rate of return.
- Make sure to click the green Add Account button when you're done inputting the information.