Annuity Champion

Product positioning map · Client suitability · Comparison builder · Reg BI documentation

API Key

Variable Annuity (VA)

Fixed Indexed (FIA)

Registered Index-Linked (RILA / Buffer)

Fixed / MYGA

◀ Income / Distribution Focus

Growth / Accumulation Focus ▶

▲ Death Benefit Emphasis

▼ Minimal / No Death Benefit

Growth + DB
VA / Accumulation

Income + DB
VA Hybrids

Income Only
FIA Income Riders

Pure Growth
RILA / Buffer

AI Analysis

Select a product on the map to analyze it.

Client Profile

Client Name(s)

Age(s)

Account Type

Amount to Place

Primary Goal

Income Start Timeline

Combined Marginal Tax Rate

Risk Tolerance

Legacy Priority

Liquidity Needs

Additional Context

Paste Product Details (up to 3)

Paste key terms from carrier illustrations, fact sheets, or product summaries. Include income base, roll-up rate, payout factors, fees, surrender schedule — whatever you have.

Product 1

Product 2

Product 3 (optional)

Client context (optional)

Reg BI Recommendation Memo

Generates a Regulation Best Interest documentation memo suitable for client files. Fill in enough detail for a defensible record.

Client Name(s)

Date

Product Recommended

Amount

Products Considered / Rejected

Client's Primary Need

Advisor Notes / Unique Client Factors