FMO Catalog

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:

  1. CUSTOMIZED PERFORMANCE LISTS
  2. DRAW DOWN REPORTS
  3. LIVE ONLY INDICES CREDITING METHODS
  4. HIGHEST BONUS REPORT
  5. HIGHEST ANNUAL CAP REPORT
  6. HIGHEST MONTHLY CAP REPORT
  7. HIGHEST PAR ONLY REPORT
  8. LOWEST SPREAD REPORT
  9. HIGHEST TRIGGER REPORT
  10. HIGHEST RETURN FROM METHODS WITHOUT FEES
  11. SPECIFIC INDEX REPORT
  12. PRODUCT vs PRODUCT LISTS
  13. PRODUCT CHART REPORTS
  14. INDEX vs INDEX CHART REPORTS
  15. CREDITING METHOD vs S&P 500
  16. CREDITING METHOD vs MANAGED ACCOUNT SIMULATION WITH BROKERAGE FEE
  17. CREDITING METHOD vs BOND
  18. CREDITING METHOD vs S&P 500 & BOND
  19. CREDITING METHOD vs INDEX USED IN METHOD
  20. IUL ALLOCATION REPORT
  21. CUSTOMIZED DETAILED ALLOCATION REPORTS
  22. ACCUMULATION + WITHDRAWAL REPORT
  23. 1 YEAR + 2 YEAR LADDERING ALLOCATION STRATEGY
  24. YEAR TO DATE, 12 MONTH & 10 YEAR INDEX PERFORMANCE LIST
  25. CUSTOMIZED INCOME RIDER COMPARISON REPORTS
  26. SIDE-BY-SIDE INCOME PAYOUT SCHEDULES
  27. LEVEL INCOME vs INCREASING INCOME BREAK EVEN REPORT
  28. CUSTOMIZED MYGA LISTS
  29. MYGA PRODUCT REPORTS
  30. MYGA INCOME LADDER
  31. VOLALYZER BUY & HOLD REPORT
  32. 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.