Morningstar 2011/2012 - (Page 24)

24 Custom Software and Services Morningstar Annuity Intelligence Simplified variable annuity analysis. ® SM 3 Plain-English reports on 1,500+ contracts 3 Side-by-side comparisons of up to three products Morningstar ® Annuity Intelligence is an online resource that simplifies variable annuity contracts, helping make annuities easier to use and understand. It provides an objective view of 1,500+ active and inactive contracts through plain-English reports with timely investment performance results. Updated with changes the day they’re available from the SEC, these reports feature details found nowhere else on contract titling, spousal continuation, and SM benefits. Annuity Intelligence makes it easy to search, filter, sort, and analyze annuity contract information. Investment professionals at broker/dealers depend on Annuity Intelligence to make suitable annuity recommendations. Its FINRA-reviewed reports are ready to share with clients, helping advisors explain complex products and their benefits in simple language. Marketing and sales groups use the application to keep current on product updates, support advisors and prospects, and benchmark insurance companies. Compliance staff and suitability reviewers improve the speed and effectiveness of their compliance process, while reducing the risk of arbitration with accurate information on contract titling. Insurance companies turn to Annuity Intelligence to track industry trends, create appealing products, and monitor competitors. It helps wholesalers position themselves as product experts, building relationships with advisors by educating them about how products can best serve investors. Read industry commentaries global.morningstar.com/AnnuityIntelligence Morningstar Annuity Intelligence Streamlines Product Sales ® SM Advisors use Annuity Intelligence to: 3 Make annuity recommendations 3 Explain complex products to clients 3 Meet suitability and compliance requirements Broker/Dealers use Annuity Intelligence to: 3 informed on available products Stay 3 updates on product changes Get 3 Answer questions for advisors and their clients Insurance Companies use Annuity Intelligence to: 3 Monitor industry developments 3 Analyze competitive products 3 Create appealing products 3 Build relationships with advisors 3 Streamline suitability and compliance processes Side-By-Side Contract Comparisons Product Changes Product Analyses http://global.morningstar.com/AnnuityIntelligence

Table of Contents for the Digital Edition of Morningstar 2011/2012

Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications

Morningstar 2011/2012

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