How To Add Fixed Annuities or Fixed Indexed Annuities To A Model Portfolio Or Account

Use the tickers listed below to add annuities to your model portfolios or manually created accounts

We have several custom securities that people can use to implement annuities into their model portfolios or manually created accounts.

For Fixed Annuities, you can use the following tickers:

• CX_FA (Fixed Annuity - 3% Annual Return)
• CX_FA4 (Fixed Annuity - 4% Annual Return)
• CX_FA5 (Fixed Annuity - 5% Annual Return)
• CX_FA6 (Fixed Annuity - 6% Annual Return)
  
  

For Fixed Indexed Annuities, you can use the following tickers:

• CX_FIA3 (Fixed Indexed Annuity - 3% Annual Return)
• CX_FIA (Fixed Indexed Annuity - 4% Annual Return)
• CX_FIA5 (Fixed Indexed Annuity - 5% Annual Return)
• CX_FIA6 (Fixed Indexed Annuity - 6% Annual Return)
• CX_FIA7 (Fixed Indexed Annuity - 7% Annual Return)