Purpose-Built for Insurance & Annuity Providers
Simplified Client Conversations
From financial planning to income projections to downside scenarios, we help your teams present complex product mechanics in a way clients can easily understand — boosting trust and conversion.
Product Specific Calculators & Custom Analytics
We build interfaces and integrated capabilities to your existing platform, and our custom-built calculators support product sales. We also develop and maintain white-labelled iFrames that can be integrated into your platform. We also provide:
Insurance Product Calculators
Annuity Analysis and Portfolio Construction
Benefits of Tax Deferral Calculator
1035 Annuity Exchange Calculator
QLAC Optimization Calculator
RILA Calculator
Annuity, Fixed Income and Portfolio Projections
The Impact of FinMason on Your Firm
Bridge the Gap Between Products & Client Understanding
Today’s policyholders demand transparency, flexibility, and clarity about how their financial products fit into their long-term plans. FinMason helps annuity and insurance companies:
Deliver Transparent, Education, & Insights
Transform dense investment and risk data into clear, digestible information, helping clients confidently understand their annuities, life insurance products, and income strategies.
Enhance Product Suitability Assessments
Evaluate risk tolerance, investment goals, and product fit at scale — ensuring your offerings meet the exact needs of your clients while supporting regulatory suitability standards.
Accelerate Time-to-Market for New Products
Leverage our flexible, API-based platform to integrate advanced analytics into new annuity and insurance solutions — without the heavy lifting of internal builds.
Modernize Your Client Experience with FinMason
Empower your advisors and clients with investment-grade insights that simplify conversations, ensure transparency, educate & strengthen trust — while future-proofing your analytics and tech capabilities.