Why isn't Regular Withdrawals a distribution option when creating an annuity model?
Because Regular Withdrawals requires no additonal data entry inputs, it is not an available opton when creating an annuity model in the advisor portal.
To implement an annuity model with 'regular withdrawals' as the distribution option, you can copy in your annuity model with the 'none' option selected for the distribution model, and then manually choose regular withdrawals within the annuity entry:
Contact Us
For additional assistance within RightCapital please contact our Support team.
Educational Webinars
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
RightCapital in Action
Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!
