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| | | | FINRA-Reviewed Reports and Graphs | | | The table below lists reports available in Morningstar® Principia®. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to the FINRA for review and corresponding response letter(s). | | | | | | The table below lists reports available in Morningstar® Principia®. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to the FINRA for review and corresponding response letter(s). | | | |
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Report Type
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Report Name
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Reports Submitted to FINRA
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FINRA Response Letter
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| | | | | | | Variable Annuity Subaccount Detail |
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| | | | | | Variable Life Subaccount Detail |
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| | | | | | | | | | | | Hypothetical - Individual |
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| | | | | | | | | | | | | | | | Presentations and Education |
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| FINRA-reviewed reports are considered as such only when accompanied by the necessary printed FINRA disclosures and a prospectus or equivalent, if appropriate. All reports that are not to be used as supplemental sales literature are clearly labeled “FINRA members: this report is for client reporting and/or internal use only.”
Morningstar, Inc. is not a FINRA-member firm. | |
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