New Business
Use these reports to assist you with new business.
Need more? Check the FMO Catalog
Rank & Sort FIA Indices
Excite a potential client with a ranked list of the best performing indices.
Rank & Sort FIA Indices
Excite a potential client with a ranked list of the best performing indices. This report represent the top performing Fixed Indexed Annuity Crediting Methods based upon the sorting criteria selected for this report. The rates used for this report are updated at the beginning of every month and can be changed without warning. Hypothetical returns, like the ones represented in this report, should not be the only criteria used when selecting a Fixed Indexed Annuity product. All features of a particular product should be considered along with the performance information represented in this report.
Analyze & Compare Indices
Pull historical returns indices & compare to the average of all indices.
Analyze & Compare Indices
Pull historical returns indices & compare to the average of all indices.
Compare Fixed Products
Compare fixed indexed annuity allocation strategies to MYGA, bond and CD rates.
Compare Fixed Products
Compare fixed indexed annuity allocation strategies to MYGA, bond and CD rates.
Allocate & Assess FIA Products
Correctly assist a client in determining where to allocate their FIA product.
Allocate & Assess FIA Products
Correctly assist a client in determining where to allocate their FIA product.
Rank & Sort MYGAS
Generate a ranked list of the best performing MYGAs and see how they stack up.
Compare Assured Annuities™
Use to easily compare available income streams and deferred lump sums.
Learn How the Numbers Work
This is a great tool to help professionals as well as clients learn.
Sort by Allocation Strategy
Compare returns based on an allocation strategy instead of individual CM performance.
Looking for REVIEWALYZER? Click “Review Business” in the black menu bar above.