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| Streamlined Annuity Research |
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 | Distill contracts to a one-page summary, plus one page per rider | |
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| Compare up to three contracts side-by-side to highlight key differences, uncovering the advantages and disadvantages of different products | |
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| Find quick answers about fees, surrender charges, transfer limits, and more | |
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| Filter contracts by specific criteria such as share classes, living and death benefits, and fee ranges | |
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| Screen benefits based on factors such as withdrawal percentages, step-ups, spousal continuation, and the impact of withdrawals | |
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| Produce and present FINRA-reviewed reports to clients | |
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| View alerts of current and upcoming changes to contracts | |
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| Support 1035 replacements by running comparisons between existing and new contracts | |
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| Generate custom suitability forms that automatically pull contract data into client proposals | |
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| Provide an easy-to-use education resource on variable annuities | |
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| Access the most current contract information, updated directly with changes the day they’re available from the SEC | |
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| Make 1035 sale and replacement paperwork more accurate and complete with historical contract information dating back to the 1960s | |
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| Refer to accurate, up-to-date information on contract titling, spousal continuation, and the impact of withdrawals to better serve clients and avoid unforeseen consequences like large tax bills | |
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| Compare up to three contracts side-by-side for suitability reviews and produce reports with the results | |
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| Improve the suitability of sales to seniors by providing advisors with an “Issues with older ages” portion of the report alerting them to milestone dates and other implications | |
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| Create custom suitability forms for advisors to use with clients, automatically importing contract data for efficient reporting | |
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| Position wholesalers as product experts | |
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| Start sales conversations using the tool’s reports and side-by-side comparisons | |
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| Highlight a product’s strengths against competitors to overcome objections | |
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| Offer suggested product replacements by comparing old and new products | |
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| Support training during branch visits | |
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| Educate advisors and representatives through simple explanations of product features | |
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| Provide advisors and representatives with FINRA-reviewed annuity reports for use with the public | |
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is an online tool that simplifies the process of researching variable annuity contracts, supporting suitability reviews, compliance, and sales. Advisors, broker/dealers, and insurance carriers use it to quickly search, filter, sort, and analyze in-depth reports explaining variable annuities. These plain-English reports feature constantly updated, independent information on 1,100+ active and inactive contracts—including details found nowhere else on contract titling, spousal continuation, and benefits. 
