You have the option to enable full customization of all fixed index annuity models within inStream at the advisor level. As an advisor this will allow you to have full control over the Base Roll Up Rate, Stacking Multiplier, Benefit Base Bonus, Payout Factors, and Growth Multipliers. To set up full customization at the Advisor level you will need to:
1) Login as Administrator
2) Go to Settings > Plan Settings > Manage FIA Models
3) Toggle between Advisor and Admin. By selecting Advisor, you enable full customization of all fixed index annuity models within inStream at the advisor level. By selecting Admin, you can set the rules for the fixed index annuity models at the admin level.
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