If you need to present an alternative to an Income Rider, this report is just what you are looking for.  You can select a product and allocation strategy and then either select to show a percentage withdrawal, or a set dollar amount withdrawal.  You also have the option to add an inflation adjustment, or sometimes referred to as a Cost Of Living Adjustment (COLA).  Presenting income in this form can be advantageous to an income rider because usually it will produce a higher rate of return.

Call your FMO and request this report.  You will need to tell them what product you want and allocation strategy.  You will also need to tell them if you want to see income as a percentage or a set dollar amount and if you want to add an inflation adjustment.

Below are some examples of this report:

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