Do you have a sophisticated client that may require some additional, more advanced reports to wow them? Or are you in a highly competitive situation? On this page you will be able to see what additional customized reports your FMO can run for you to help you land the sale! Click the report you are interested in below for more details:
- CUSTOMIZED PERFORMANCE LISTS
- DRAW DOWN REPORTS
- LIVE ONLY INDICES CREDITING METHODS
- HIGHEST BONUS REPORT
- HIGHEST ANNUAL CAP REPORT
- HIGHEST MONTHLY CAP REPORT
- HIGHEST PAR ONLY REPORT
- LOWEST SPREAD REPORT
- HIGHEST TRIGGER REPORT
- HIGHEST RETURN FROM METHODS WITHOUT FEES
- SPECIFIC INDEX REPORT
- PRODUCT vs PRODUCT LISTS
- PRODUCT CHART REPORTS
- INDEX vs INDEX CHART REPORTS
- CREDITING METHOD vs S&P 500
- CREDITING METHOD vs MANAGED ACCOUNT SIMULATION WITH BROKERAGE FEE
- CREDITING METHOD vs BOND
- CREDITING METHOD vs S&P 500 & BOND
- CREDITING METHOD vs INDEX USED IN METHOD
- IUL ALLOCATION REPORT
- CUSTOMIZED DETAILED ALLOCATION REPORTS
- ACCUMULATION + WITHDRAWAL REPORT
- 1 YEAR + 2 YEAR LADDERING ALLOCATION STRATEGY
- YEAR TO DATE, 12 MONTH & 10 YEAR INDEX PERFORMANCE LIST
- CUSTOMIZED INCOME RIDER COMPARISON REPORTS
- SIDE-BY-SIDE INCOME PAYOUT SCHEDULES
- LEVEL INCOME vs INCREASING INCOME BREAK EVEN REPORT
- CUSTOMIZED MYGA LISTS
- MYGA PRODUCT REPORTS
- MYGA INCOME LADDER
- VOLALYZER BUY & HOLD REPORT
- VOLALYZER BUY & REVIEW REPORT
*If you did not sign up for INDEXALYZER through your FMO and your FMO is not partnered with us, you can call the Index Resource Center direct at: 260-333-0007 for assistance.