PPG Ratings are evaluated using a proprietary, academic financial analysis method and calculated over several types of market conditions. The top percentile get an 'A' while the bottom percentile get an 'F'. It's a simple concept to explain and an effective tool for the agent who wants to peer deeper than average rates of return.


Definitions of Financial Terms (PDF)

 

If the old adage "Buyer Beware" was applied to the EIA, we would say "Agent Beware". Failure to evaluate to the potential interest to be credited by a particular credit method can lead to missed expectations and an unhappy client.

We maintain a database of roughly 700 of the most popular FIA products. Of those, at least 600 appear in the Ratings.

 
List of the FIA Products We Track

 

Using the FIA Ratings module found in the Suites, you can choose your EIAs (up to 15 at one time) and examine the results side-by-side from any starting month over our three market periods (Bull, Bear, or last 10 years). Then create a client-friendly FIA report that showcases your preferred product. No other program offers this level of analysis!

 

Sample FIA Ratings advanced report (PDF)

 

 

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