OVERVIEW

Using the attached information, you will analyze different products from different companies to

determine a recommended strategy within the case study. The products identified in this workshop were

chosen at random and are not intended to be an exclusive list of variable annuity products.

Variable Annuity Options:

Jackson Annuities $$ Elite Access Variable Annuities $($or similar if unavailable to find$)$

AXA Accumulator Series Variable Annuities $($or similar if unavailable to find$)$

MetLife FlexiChoice Annuities $($or similar if unavailable to find$)$

INSTRUCTIONS

Using the web, search for the specific products, or something similar, and complete the following:

$1.$ Construct an excel spreadsheet that compares the three products and insurance companies.

$2.$ Make sure you evaluate the following items in your excel sheet:

a$.$ Payout period

b$.$ Premium options

c$.$ Benefit options

d$.$ Fixed, index, or variable

e$.$ Recommended Riders

i$.$ GMAB

ii$.$ GMIB

iii. GMWB

Provide Zac and Mary a summary of your findings and your recommendation in a word document