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FINRA-Reviewed Reports
The table below lists reports available in Morningstar® Annuity Intelligence. 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 FINRA for review and corresponding response letter(s).
The table below lists reports available in Morningstar® Annuity Intelligence. 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 FINRA for review and corresponding response letter(s).
Report Type Report Name Report
PDF
File
Reports Submitted to FINRA FINRA Response Letter
Research Reports
Annuity Intelligence Report – Single Contract Profile
794K
357K
105K
Annuity Intelligence Report – Side-by-Side Comparison
889K
399K
94K
Variable Annuity Subaccount Detail
127K
177K
91K
VA Expense Analyzer – Summary Report
955K
955K
23K
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