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How We Help Insurance Companies

Design Suitable Products

Design Suitable Products

Our consultants will help you create products for specific market needs, whether they’re for simplified, investor-friendly offerings or retirement plan options with guaranteed minimum withdrawal benefits. We can manage these investments for you through our subadvisory services. Or your in-house product development teams can use our asset allocation and portfolio construction software to help mitigate risk and reduce costs.

Provide Distribution Support

Provide Distribution Support

Product development groups use our annuity-focused software to access extensive contract and subaccount-level information when creating products and analyzing markets. Sales professionals build relationships with advisors by offering current and historical product and rider information, easy-to-read proposal templates, and side-by-side product comparisons. Marketing professionals drive their initiatives using our online report publishing tools and communication resources.

Conduct Competitive Research

Conduct Competitive Research

Timely variable annuity data is available for tracking at the product, company, and distribution channel levels. To help with product positioning and trend analysis, you can use our software to monitor flows in and out of competing products, track product changes, as well as analyze subaccount performance. Full holdings information supports research of underlying funds.

Manage Data Efficiently

Manage Data Efficiently

Our data management service keeps the data flowing consistently throughout your business, regardless of the source. You can power your investment activities with a full range of data feeds, covering variable annuity contracts and subaccounts, mutual funds, and unregistered investments.

Exchange New Ideas

Exchange New Ideas

Our annual conferences and events attract representatives from leading insurance companies to participate in industry-shaping debates. Throughout the year, we hold events to discuss industry challenges, investor perceptions, and product design.

Insurance Company Client Stories

The Standard creates new insurance products and communicates their value with Morningstar Direct. Full story


Insights for Insurance Companies

Variable Annuity Market Highlights
Read how the industry reached an inflection point in the last quarter of 2012.
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The Changing Annuity Landscape
Hear our analysis of the trends impacting today’s annuity market.
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