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| FINRA-Reviewed Reports and Graphs |
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| | The table below lists reports available in Enterprise Edition. 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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Report
PDF
File
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Reports Submitted to FINRA
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FINRA Response Letter
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| | | | Mutual Fund Load-Waived Detail |
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| | | | Variable Annuity Subaccount Detail |
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| | | | Variable Annuity Comprehensive |
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| | | | Variable Annuity Comparison |
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| | | | Variable Life Subaccount Detail |
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| | | | Price and Distribution Report |
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| | | | Share Class Comparison-Hypothetical Analysis |
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| | | | Fund Cost Comparison-Hypothetical Analysis |
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| | | | DC Plan Comparison Report |
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| | | | Hypothetical - Individual |
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| | | Stock Intersection |
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| | | | Historical Asset Allocation |
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| | | | Proposed Asset Allocation |
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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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