Lump Sum Transfer
The Lump Sum Transfer quickly illustrates the length of time it would take to earn back a surrender fee if a client were to move money from one account to another and incur a surrender fee in so doing.
In addition, the following illustrations can be made:
1.Show account accumulations of two different accounts, taking into consideration differing rates of return and annual maintenance fees.
2.Illustrate the effects of different types of bonus products.
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