FIA Credit Method Ratings

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Dick G.

 

FIA Credit Method Ratings

Step beyond simple historical hypotheticals.

Perfect for the "hypothetical-averse" advisor or client

Find and present the right credit method for your client with this unique, mathematical method of analyzing historical hypothetical performance. Monthly, we recalculate a database of over 600 "FIA Profiles" (product credit method configurations) applying common finance methods for consistency and performance over a bull market, bear market, and last 10 years. We then assign a "grade" of "A" (best) through "F" (worst). Several reports help present the findings.

 

Screen shots of main workspace page (click to enlarge)

 

Main Features	Sample Reports
Proprietary analysis method learn more Comprehensive FIA Database learn more Internet only: No software to install or maintain Software Brochure (PDF) Definitions of Terms used (PDF)	Analyzer; Snapshot & Charts (PDF) Advanced Report (PDF) Consolidated Report by Grade (PDF) Consolidated Report by Company (PDF)