Report Types

AdvisorWorld offers several report types designed to help you communicate annuity recommendations to your clients clearly and professionally. Available Reports Top 10 Annuities Report A ranked list of the best-fit products based on your specified criteria. Includes key metrics, carrier information, and why each product made the list. Income Comparison Report Side-by-side comparison of guaranteed income options from multiple products. Shows lifetime withdrawal amounts at various ages and scenarios. Product Illustration Detailed breakdown of a single product including all crediting methods, historical performance, and projected values. Carrier Strength Report Analysis of insurance carrier financial ratings, history, and stability metrics. Helps clients understand the backing behind their annuity. MYGA Ladder Report Visualization of a multi-year guaranteed annuity laddering strategy, showing maturity dates and reinvestment opportunities. Report Customization All reports can be customized with: Your firm logo and contact information Custom disclaimers and disclosures Client name and personalization Color scheme matching your brand Compliance Features Every report includes required regulatory disclosures and can be configured to meet your firm's compliance requirements.