CUSTOMIZED PERFORMANCE LISTS

BACK TO FMO CATALOG

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

Click Image To Download PDF