This article is a continuation of Income Analysis - Joint Life - Other Incomes
From Projection
An annuity quote will automatically generate for both clients when clicking into the Annuity tab. This is an Indicative quote based on the projection:
From Provider Quote
This is the best available Open Market Option annuity income obtained from the panel of annuity providers available.
If not complete, enter both client's smoker status and postcode:
Click Get Quote
A provider quote will be returned.
Repeat for the second client:
Click Get Enhanced Annuity Quote if needed. This will open Synaptic Webline in a new tab.
Untick Include Indicative Annuity Income if not required.
Override Annuity Quote
