Your FMO can generate many different lists for you. You can use any combination of the following criteria to order the precise sorting that you desire:
- State (Only one state at a time)
- Carriers (Select your specific, or see all and omit who you do not want)
- Products (Any number of specific products)
- Indices (One at a time, or show all)
- AM Best Rating (Select a minimum)
- 10/10/10 (For Registered Reps)
- Reset Period (Annual, Biennial, Triennial, Quinquennial, Septennial, or any combination)
- Client Age
- MVA or No MVA
- Minimum Free Withdrawal (5%, 7% or 10%)
- Waive Surrender Charge for RMD
- Premium Type (Flexible 1st Yr, Flexible All Years, Single)
- Product Term Lengths (3yr – 16yr, any combination)
- Number of Crediting Methods to show (Top 1 – Top 50 and number in between)
Your can also ask your marketer to give the report a specific name.
See Examples Below
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