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.

Click on the item below for help on the specific item.

Data Entry

Lump Sum Calculations

Lump Sum Examples