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| | | | | Screening Capabilities | | The screening capability in Morningstar® Annuity
Analyzer makes it easy for advisors to search extensive variable annuity contract criteria and benefit characteristics to identify appropriate products for their clients. Advisors can fluidly switch between contract- and subaccount-level screening, tailoring their searches based on a wide range of specific criteria. Results are presented in a grid for an at-a-glance view, and offer quick access to detailed comparisons of several products. | |
| What you can do: | | | | | | Annuity Analyzer offers access to the most comprehensive variable annuity data on the market, including more than twice the coverage available elsewhere. Morningstar is the premier source of detailed, timely data on the holdings of the underlying funds in subaccounts. Information is available on the entire contract, including detailed subaccount, contract structure, and optional benefit information. We also have the most extensive data on closed contracts, used for evaluating annuity exchanges, or trades of one variable annuity product for another. Extensive historical data allows for true side-by-side comparisons of a current annuity product’s rider, fees, and benefits with an older product that an investor already owns. | | | | | Simplify the screening process | | | | | |
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| | | Intuitive navigation and straightforward presentation of data simplifies the search process. Advanced search technology helps users find information using a familiar “suggest” capability, like what’s available on major search engines, that pulls up results similar to a search term. After setting criteria and beginning a search, results appear in a tab on the same page. Advisors can then select the investments they’d like to view in depth or compare. Searches can also be saved for future use. | | | | |
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