Do you want to make your FIA product presentation come to life? Have your FMO run you a Product Chart Report. .The report will have up to the top 10 strategies from a product displayed as a chart. There are two versions of this report, the smaller chart report that includes the Index, crediting method details, 10 year Annual Compound Rate, the year-by-year performance, and a sequence of return. The Big Chart Report has only the Index and crediting details but offers a much larger chart. This report may be better for older clients.
Call your FMO and request a Product Chart Report. You will need to specify the product you want and what version of the chart report you want. You can ask for both.
Below is an example of a Product Chart Report:
Click Image To Download PDF
Click Image To Download PDF