fia-product-analyzer

Official

Systematic FIA analysis & suitability scoring

AuthorGenerative-Bricks
Version1.0.0
Installs0

System Documentation

What problem does it solve?

The FIA Product Analyzer provides a complete framework for analyzing fixed indexed annuities (FIAs), creating detailed product profiles, and determining client suitability with structured assessments to support advisors and internal teams.

Core Features & Use Cases

  • Comprehensive data collection across core data points (surrender charges, index options, crediting methods, riders, fees, and commissions) to build robust product profiles
  • Automatic generation of Markdown and PDF outputs, plus a 40-question suitability questionnaire with a transparent scoring system
  • Suitable for product due diligence, client suitability determinations, competitive analysis, internal training, and knowledge management

Quick Start

Copy the contents of fia-product-analyzer-skill/SKILL.md and paste into Claude to install and activate the FIA Product Analyzer.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: fia-product-analyzer
Download link: https://github.com/Generative-Bricks/claude-code-agent/archive/main.zip#fia-product-analyzer

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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