Quick Start Guide

This guide will help you get up and running with AdvisorWorld in just a few minutes. By the end, you'll be able to search for products, save favorites, and generate your first report. Step 1: Complete Your Profile After logging in, navigate to Settings to complete your profile. Adding your firm information and logo will personalize your reports. Tip: Upload your firm's logo for branded reports. Supported formats: PNG, JPG (max 2MB). Step 2: Run Your First Search Navigate to Browse from the sidebar. Here you can: Enter your client's state and age Select the product type (FIA, MYGA, SPIA, etc.) Apply filters for premium amount, surrender period, and more View matching products sorted by your criteria Step 3: Save Products Click the bookmark icon on any product card to save it for later. Access all saved products from the Saved page in the sidebar. Step 4: Generate a Report From your search results or saved products, select the products you want to compare and click Generate Report . Choose from several report types: Top 10 Annuities: Best-fit rankings based on your criteria Income Comparison: Side-by-side guaranteed income analysis Product Illustration: Detailed single-product breakdown Step 5: Share with Clients After generating a report, click Share to get a secure link. You can also download the report as a PDF for offline sharing. You're Ready! That's the basics! Explore the sidebar navigation to discover more features like the Strategy Lab, SPIA Explorer, and MYGA Ladder tools.