Blue Frog Solutions, a provider of life/annuity solutions fororder management, compliance, and straight-through processing,released its Annuity Replacement Evaluator (ARE), a tool foranalyzing and evaluating Annuity 1035 exchanges and qualified planreplacements.

The Annuity Replacement Evaluator is a hosted solution thatallows financial advisors to compare and print annuity replacementevaluations derived from a combination of surrendered contract dataentered by the financial advisor, as well as up-to-date annuity newbusiness product information provided by insurance carriers.

Financial advisors enter information about the contract ownerand the 1035 or qualified plan replacement (surrendered contract)and select the new business product, features, and feature detailsfrom a list provided by insurance carriers. At the completion ofthe data entry process, the financial advisor is able to review allof the information before generating the evaluation. The advisorthen can save the evaluation as a PDF file or print the documentsfor historical purposes.

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