U.S.A.
Morningstar® Annuity Analyzer
Variable annuity screening and analysis.
Overview
Screening Capabilities
Investor-Friendly Reporting
Hypothetical Illustrator
VA Expense Analyzer
Configuration Options
Client Support Services
Morningstar® Annuity Analyzer streamlines the process of researching contract and subaccount-level detail, making it easier to recommend and explain variable annuities to clients while meeting compliance needs. During their research, advisors have access to the most comprehensive universe of variable annuity data available, including reports on more than 1,400 variable annuity contracts and 55,000 subaccounts, as well as transparent death and living benefit descriptions. Historical data is also available to evaluate contracts and death and living benefits that have been closed to new investors. Intuitive navigation opens the doors to detailed information about the entire contract, including subaccount, contract structure, and optional benefit information.
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FINRA Review
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