With our annuity software you can: |
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- Send professional looking statements
- Calculate cash values on any date
- Send required 1099 and 5498 forms to your clients and the IRS
- Have the confidence of knowing that everything is correct
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Interest can be calculated at a different rate based on: |
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- On the entire balance
- On an individual deposit made between dates
- On an individual deposit made over a specified amount
- If it is paid interest checks
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