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Morningstar® Annuity Intelligence
Simplified variable annuity analysis.
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Sample Reports
Morningstar® Annuity Intelligence – Single Contract
13 Jun 2011
Understand the relevant details in a contract through plain-English reports that cover titling, fees and expenses, optional benefits, special features, and subaccount information.
541K
Morningstar® Annuity Intelligence – Single Contract - For Public Use
Understand the relevant details in a contract through FINRA-reviewed, plain-English reports that cover titling, fees and expenses, optional benefits, special features, and subaccount information.
543K
Morningstar® Annuity Intelligence – Side-by-Side Comparison
Conduct detailed, side-by-side comparisons of up to three variable annuity contracts. Compare features such as benefits, fees and expenses, titling, and subaccount information.
491K
Morningstar® Annuity Intelligence – Side-by-Side Comparison – For Public Use
Conduct detailed, side-by-side comparisons of up to three variable annuity contracts and share them with clients. Compare features such as benefits, fees and expenses, titling, and subaccount information.
494K
Variable Annuity Subaccount Detail
Provide detailed information, including performance data, on a variable annuity subaccount.
128K
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