Annuity Wizard
The RightBRIDGE® Annuity Wizard helps financial professionals determine which annuities available on their product shelf are best suited to meet their clients’ needs, objectives and preferences.
Annuity Validation Track
The Validation Track uses an artificial intelligence engine to determine the suitability or best interest status of a proposed or in-force policy. By selecting the button labeled “Validate a proposed annuity” users will be presented with drop down boxes with carriers, products and riders available to them.

Annuity Validation Track
Annuity validation is a way of running proposed annuity sales through a pre-sale compliance review. Compliance rules in the Annuity Wizard are configured for the licensing firm and case data is run through the rules engine to determine if the proposed sale meets the licensing firm’s best interest requirements for regulations like SEC Reg BI, NAIC Model Reg and New York’s Reg 187.


Annuity Selection
Additional Annuity Wizard Functionality
Annuity Search Tables
Annuity Wizard users can access easy to use sortable product tables. The fixed indexed annuity search table allows users to sort products by a wide range of criteria including strategy, index and cap or participation rate. The fixed annuity table allows for similar capability with easy sorting of product by version, term and rate.
Annuity Lookup
If the user is researching product and does not need to complete a full shelf evaluation the Annuity Lookup function allows for fast and easy access to product data. Fact sheets on each annuity highlight such information as fees, state approvals, riders available, rider details, FIA rates and caps, surrender schedules, funds available and fund fees.
