Morningstar Advisor Catalog 2008

Morningstar Advisor Focused Solutions ® SM Web-based applications that increase efficiency and ensure that clients receive the most suitable investment solutions. Morningstar® Portfolio BuilderSM Construct the most appropriate portfolios for clients using Portfolio Builder’s guided interface. The results of a risk-tolerance questionnaire will deliver a comprehensive risk profile and risk score to share with clients as a basis for discussion. Each risk profile aligns with an asset allocation model and corresponding investment-level model portfolios. Simply select the model portfolio, make any adjustments, and choose from a wealth of Morningstar Reports that are packaged to deliver a comprehensive and compelling client presentation. Morningstar Retirement Income Strategist The ideal tool for advisors with clients who face complicated decisions about generating income during retirement, Retirement Income Strategist identifies and addresses income gaps and provides assistance with distribution planning through visually compelling graphs and reports. It also provides client education materials that cover important retirement topics and challenges clients may be facing. ® SM Morningstar® Investment AnalyzerSM Investment Analyzer helps advisors pinpoint the most appropriate variable annuity products for their clients. It’s backed with Morningstar’s detailed holdings data and analytics for more than 1,000 contracts and 40,000 subaccounts and underlying funds. Review and compare extensive product information in a standardized format including contract features, death and living benefit riders, payout options, and expenses. Use the Hypothetical Illustrator to model these investments for clients. Morningstar® Suitability ManagerSM Compliance with regulations regarding share class suitability, breakpoints, state tax benefits, 1035 exchanges, and other point-of-sale requirements is made easier with Suitability Manager. This Web-based tool eliminates the time drain of conducting extensive suitability research and data interpretation for mutual funds, 529 college savings plans, and variable annuities. Available through a select group of licensed or licensing firms. Ask your home office about these Morningstar tools. 26 Software

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