How to Do an Open Market Option Annuity Quote

81 views 20/02/2020 25/11/2021 2

To do an Open Market Option Annuity quote, you will need to load up ‘Annuity Detailed Quote‘ which is located under the ‘Retirement Planning’ tab (OMO isn’t available under Quick Quote).

It will give you the option to select OMO under the ‘Contract Basis’.

Please note: the purchase fund you enter needs to include tax-free cash.

Tags:

Was this helpful?