Annuity expense analyzer
Calculate, disclose, and communicate costs associated with annuities, while streamlining compliance and sales disclosures to comply with industry regulations.
Annuity Intelligence
Simplify comparing annuities and determine the right fit for your clients.
Features of our annuity analyzer
Custom suitability forms
Connect your firm’s forms to Morningstar’s database to automatically get the latest contract information, save time, and increase accuracy by avoiding manual reporting errors.
Market research data
Insurance companies and asset management firms can use this edition to conduct competitive analysis, inform their product development, and support sales initiatives using Morningstar’s variable annuity sales and assets data.
