Historical Snapshot the heck out of that!
July 12, 2022 by Jamie Johnson
Starting with the 2Q2022, we will begin taking Historical Snapshots of our product specifications. This functionality gives you access to product specifications from past quarters.
Wonder what the bonus used to be on that annuity? Check out the Historical Snapshot.
How high was the street level compensation on that contract two years ago? A Historical Snapshot is all you need for that.
What were the blended strategies allocations or the subaccounts available on this product at this time last year? Historical Snapshot the heck out of that!
You can find the Historical Snapshot functionality in Product Information at the top of each product’s Generate PDF page. Just under the products’ name and to the right, you will find the applicable drop-down box.
While this functionality isn’t that handy yet, give us a couple of quarters. Thanks!
Hope you love it!
-Sheryl and Wink’s Intel Pros