fia-product-analyzer

To analyze fixed indexed annuities for client suitability, you need to collect core product data points like surrender charges and crediting methods, then apply a structured assessment. This skill uses a 40-question suitability questionnaire with a transparent scoring framework to generate those determinations.

Comparing multiple FIA products requires gathering consistent data across surrender charges, index options, riders, and fees. This skill builds robust product profiles and generates structured Markdown and PDF outputs to support competitive analysis and internal training.

Yes, you can generate PDF and Markdown reports for FIA product due diligence. This skill automatically produces data-rich document outputs after collecting information on crediting methods, riders, and commissions.

A 40-question suitability scoring framework works by systematically evaluating fixed indexed annuity features against client profiles. This skill applies the structured questionnaire to create transparent scoring results for advisor review.

No external data feeds are required as dependencies to build an internal FIA knowledge base. This skill provides the standalone framework to input product data, run the 40-question assessment, and output structured profiles.

A comprehensive fixed indexed annuity analysis requires data points including surrender charges, index options, crediting methods, riders, fees, and commissions. This skill systematically collects these to build robust product profiles.