concierge-service

EPS Permutation Test Calculator - Concierge Service

"Potentially one of the most efficient and powerful annuity allocations ever created."

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CLIENT INFORMATION

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Client Name *

Enter client name Required - Used for client identification and documentation

Accumulated Value *

Enter total accumulated value Required - Used to calculate potential returns and compare options

Surrender Value *

Enter surrender value Required - Helps determine transfer penalties and optimal timing

Annual Penalty Free Right of Withdrawal *

Enter withdrawal right amount Required - Used to calculate available penalty-free withdrawal options

Current Product Information

Product Type *

Select your current product type Required - Determines which comparison metrics will be used

Current Product Carrier/Company *

Enter the insurance company name Required - Used to verify product details and rates

Current Product Name *

Enter the specific product name Required - Ensures accurate product comparison

Compare Against:

Important Notice: We do not perform historical back testing on contrived indices. We only use actual market experience data for accurate comparisons.

Index Information

Number of Allocations *

Select number of index allocations Required - Affects calculation methodology

Rate/Cap/Participation Rate *

Enter current rate as a percentage Required - Used for direct performance comparison