Case Study
Annuity Product Calculator
Simplified complex annuity calculations into an intuitive digital experience that helped advisors communicate retirement outcomes and product value more effectively.
Business Challenge
Financial products can be difficult for customers and advisors to understand, especially when comparing annuity options, projected income, and long-term retirement outcomes.
Existing tools were complex, difficult to navigate, and did not effectively support sales conversations or product education.
The organization needed a calculator that simplified complex financial concepts while helping advisors communicate product value and supporting business growth objectives.
My Role
- Digital Experience Strategy
- Product Design
- User Experience Design
- Stakeholder Collaboration
- Front-End Implementation
Stakeholders
Partnered closely with actuaries, sales leaders, marketing teams, product stakeholders, and software developers throughout the project.
Working with subject matter experts was critical to translating complex annuity calculations into an experience that was accurate, understandable, and useful for advisors and customers.
Research & Discovery
Collaborated with actuaries to understand product rules, calculations, assumptions, and compliance considerations.
Worked with sales and marketing teams to identify the information advisors needed most during client conversations and where existing tools created friction.
- Complex product calculations
- Difficult comparison workflows
- Information overload
- Advisor education challenges
Strategy & Solution
Designed a streamlined annuity product calculator focused on helping advisors quickly model retirement scenarios and communicate product benefits.
Simplified Workflows
Reduced complexity by focusing on the most important inputs and outcomes needed during advisor conversations.
Clear Projections
Presented retirement outcomes and income projections in a format that was easier to understand and compare.
Product Comparison
Improved comparison workflows that helped advisors evaluate multiple product scenarios.
Results
Simplified
Complex Financial Concepts
Improved
Advisor Decision Making
Enabled
Customer Education
- Simplified complex financial concepts into an intuitive digital experience
- Improved advisor access to product information and retirement projections
- Enhanced collaboration between actuarial, sales, marketing, and technology teams
- Reduced friction within the product evaluation process
- Delivered a scalable solution supporting both customer education and sales enablement
Key Takeaway
Transformed Complex Financial Calculations Into An Advisor-Friendly Experience
By aligning actuarial expertise, sales needs, marketing goals, and user experience best practices, the calculator made retirement planning conversations easier, faster, and more effective.