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On-Line Demo Tools and Sample Reports
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These are samples of the kinds of tools and reports we can provide. We can build
custom tools to meet your particular needs.
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Web-based Sales Tools
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We can transparently host these tools, customized to your specifications, so
that all you need to do is add a link to your website. You can load these into
a frame on one of your pages, or as a simple pop-up window as demonstrated
below.
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Click to review our Historic Fund Performance Demo
This simple agent tool illustrates historical performance for pre-defined asset
allocation portfolios in a variable annuity product. It demonstrates how long
term investing and asset allocation reduces risk and fluctuation based upon
historic asset class returns. Various charts, graphs, and variances are
illustrated. Help links throughout explain terminology and use. The tool also
creates flexible PDF reports that can be created by the user, suitable for
printing or emailing. Here's a
sample PDF report.
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Click to review our Dynamic Best-To-Worst Chart Demo
This agent tool is a dynamic version of the traditional "Best-To-Worst" chart.
It demonstrates how asset allocation portfolios compare to individual
subaccounts or asset classes. Personalized formatted PDF reports can also be
generated with one or more variations of these charts. The reports can also be
combined with the Historic Growth illustrations above. Here's a
sample PDF report.
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Click to review our Performance Pop-Up Demo
This demo provides a sample of a small but useful tool that can be integrated
into your own company site. It calculates portfolio and individual asset class
performance for pre-defined risk portfolios. This version uses asset class
returns, but it could also use subaccount returns.
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Static Periodic Reports
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Here's a typical
sample monthly subaccount performance report. We can design these to
your specifications and produce them by the first business morning of the
month, either by email or hosted on our web server.
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Here's a monthly
asset allocation subaccount performance report. This report provides
performance for nine different asset allocation portfolios for demonstration
purposes. We can generate individual portfolio reports as well.
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