PlanFacts is now integrated with Cannex; an annuity quoting tool. The Use Cannex values feature will allow you to quickly run an annuity quote for your client in Cash Flow Decisions. You can either solve for premium (need to know the monthly income wanted) or solve for income (need to know available money for annuity). It’s super easy to do. You need to have a Cannex account to access this feature. http://www.cannex.com/

Once Solve Cannex Values is selected an assortment of insurance carriers that have that type of annuity will appear. Simply click the carrier/annuity that best fits your client’s needs, and the needed information will populate the remaining fields to finalize the quote.