After new annuity models are created and saved in the Models > Annuities tab of the Advisor Portal, they can be easily copied into any client plan. Annuity models can be used in two locations:
- When entering an annuity as an asset into a client's Current Plan, in the Profile > Net Worth section
- When proposing an annuity purchase as part of a Proposed Plan, in the Retirement > Analysis section
In both locations, after adding the annuity you will find a "Copy From Model" button. Clicking this button will open a new drawer, allowing you to choose an annuity model and your desired distribution model for that client:
After clicking Save, the Annuity Type and Distribution parameters will be copied into your annuity entry within the client plan. At this point, you can make adjustments to any of the data entry inputs if necessary before Saving that annuity entry.
