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| | | | | Hypothetical Illustrator | | Available as an add-on to Morningstar® Annuity
Analyzer , the Hypothetical Illustrator helps advisors support their proposals with analysis of the past performance of a variable annuity. Hypothetical Illustrator examines a variable annuity product’s historical performance alone, in comparison with competing products or benchmarks, or within the context of a complete portfolio. Advisors can use this information to explain the value of a recommended variable annuity over another product. | |
| What you can do: | | | | | Generate customized sales hypotheticals | | | | | |
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| | | Advisors can illustrate their recommended investment strategies while accounting for specified schedules, fees, taxes, and rebalancing options. Hypothetical Illustrator can assess a single variable annuity, subaccounts from multiple annuities, or a portfolio of securities across multiple investment universes. Underlying holdings data is incorporated in the analysis, connecting performance with the relevant asset allocation, sector weightings, and style diversification of a variable annuity’s subaccounts. | | | | | Produce professional, FINRA-reviewed reports | | | | | |
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| | | Consistent, client-ready reports are easy to produce and include in a proposal. Advisors can use them to explain a preferred investment strategy by illustrating the effects of different strategies on an investor’s assets. Reports can include data from the comprehensive range of variable annuities covered in the Morningstar database—more than twice the number available elsewhere. | | | | | Configure to meet a firm’s needs | | | | | |
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| | | Firms can choose how they want to deploy Hypothetical Illustrator within Annuity Analyzer. The tool accommodates different languages, currencies, and investment universes. Other customization options include saved illustrations, default settings, and custom benchmarks. For a seamless experience, firms can adapt the hypothetical reports to include their own branding and marketing messages. | | | | |
| | | | Take Action | | | |  | | | | | See It Work | | | | | | | | | Learn More | | | | | | | | | Customer Support | | | | |
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