Sample Reports
Ethical Edge Solution Insurance™ Reports allow agents and insurance advisors to provide clear and appropriate information to their clients about the life insurance they are buying or servicing. All reports are customized and include both an Executive Summary (for the client) and an expanded Due Diligence report for financial advisors.
The reports listed here are PDF files and require that you have Adobe Acrobat Reader installed on your computer. If you do not have the latest version of Acrobat Reader, click the logo to download.
Probability Analysis

“When is a Premium NOT a Premium?” is a clear explanation of Variable Universal Life insurance ... for advisors and their clients.
Executive Summary - Minimum Investment Return Required
When comparing two policy illustrations, it's what the illustration DOESN'T say that can make a difference! This report reveals the minimum investment return necessary to allow the illustration results to succeed when industry-wide expense assumptions are imposed.
Executive Summary - Maximum Expense Level Required

When a net investment assumption of 10% is imposed on the comparison of two illustrations, this report reveals the maximum level of expenses that will allow the illustration results to succeed.