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illustrate inc
is pleased to announce the release of
investment illustrator—a flexible,
rules-driven tax compliant illustration
product for the wealth marketplace.
Investment illustrator is in production
at two companies.
Built using .NETŪ technology and
developed with illustrate inc’s
robust, modular design philosophy,
investment illustrator is highly
customizable and easily integrates with
illustrate inc’s other products.
investment illustrator dynamically
generates charts, and produces reports
based on client inputs and a complex set
of Company and statutory rules relating
to age, province of residence, and any
previous products selected. The
application addresses both sides of the
wealth equation — accumulation
projection and payout projection—and
accommodates inputs such as ad hoc lump
sum deposits or payouts, level or
indexed deposits & payouts, and separate
rates of return during accumulation or
payout. investment illustrator can be
easily branded through logos, labels,
folder names, and reports.
With its flexible solve capability,
investment illustrator can answer common
questions such as:
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What will my savings be worth?
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What must I save to reach my
accumulation goal or income goal?
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How long will I have to save at my
current level to reach my
accumulation goal or income goal?
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What minimum or maximum income will
my LIRA or RRSP provide?
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How long can I draw a specified
income from my RRSP, LIRA or
non-registered savings?
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What income can I draw from my
non-registered savings while leaving
a specified estate value?
Click here to see a short
demonstration of the investment
illustrator system (1 minute running
time). Note to view the demonstration
any browser pop-up blocker software must
be turned off.
“investment illustrator is a wonderful
example of how powerful yet customizable
illustrate inc's engine, smart
file and editor structure is to apply to
new applications.” commented Zahir
Dhalla, President of illustrate inc.
“As the pace of change in the life
insurance industry continues to
accelerate, flexibility has become a key
requirement to stay competitive.
investment illustrator’s flexible,
rules-based design philosophy allows
insurers to introduce product changes to
their field force more quickly, allowing
insurers to sharpen their competitive
edge.”
Watch for our spring issue of Insight
which will include our latest product
for the Wealth market,
Single Premium Immediate Annuity.
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