Insights

Product and Carrier Score


  • DDW reviews the Carrier and the Product... Why
    • We have all seen what happens when you only look at one
  • See a large amount of Product Information on 1 page through the Score
  • Benchmark your product universe, on a continuous basis

 

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Which Annuities Guarantee the Highest Income

Quarter Variable Annuities Indexed Annuities
Show me the Math 5 Year Deferral 10 Year Deferral 5 Year Deferral 10 Year Deferral
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Webinars

Low Rate, Stability, and Product Webinar - 6-12-20
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Trends and Reg BI Top Questions 5-15-20
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Chief Product Officer Panel 5-1-20
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Broker Dealer Panel 4-17-20
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DDW Marker Insights 4-3-20
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White Papers

DDW View on SEC Regulation Best Interest
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DDW View on NYS Reg 187
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Indexed Universal Life – An Analysis of Product and Industry Trends
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Texting and Social Media - Interview with Mitch Avnet
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White Paper - Managing Conflicts of Interest and Other Key Regulatory Challenges
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Should Firms Insource or Outsource
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Key Trends for 2018 -Wealth Management Outlook
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Product Research Departments are Scrambling for Annuity Due Diligence
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Your Time is Worth More Than Chasing Ghosts
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Regulator Corner

SEC Regulation Best Interest
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NYS Regulation 187
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Product Committee In A Box
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Reg BI Product Scoring
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Blog posts

DDW's discusses Top Reg BI Questions and Industry Trends - Webinar

 

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Best Interest Analysis - Annuity & Carrier

 

After many years of research, we are ready to unveil our DDW Annuity Carrier and Product Scorecard (additional products to follow).  Stop looking in the rearview mirror, start looking at leading indicators.  We have done the research, had the conversation, read all the material, and done the...

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Q3 Annuity Income Rankings - Reg BI Neutral Factors

 

Which solution is best for clients to replace their paycheck in retirement? We analyzed bonds, dividend stocks, managed accounts, annuities and more. Here are the results on Variable and Indexed Annuities ranked by product and carrier. The results may surprise you.  Click the link below and...

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Welcome to New York, Welcome NYS Reg 187

NYS Reg 187 is coming, R U ready.  Attend our Webinar Series this Friday at Noon (click below), and we will walk through what needs to be done and send you our recommendations.  We will also tie this one regulation into the broader landscape.  Don't do business in NY, don't worry, this standard...

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Product Committee in a Box

Need to set up a product committee?  Wondering if your product committee is on par with your peers?  Thinking your product committee is too complex?  Remember, it doesn't have to be onerous, but it does have to be right.  Click below to learn more and get some free templates and checklist.  If...

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Product Committee Webinar - It doesn't have to be onerous, but it does have to be right

Do you have a Product Committee, is it set up the right way, and how does it compare to your peers?

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Who Uses Our Services

Product Management

Product research reports at your fingertips. Industry insights. Benchmark your products vs the industry. Document your due diligence requirements.
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Supervision / Compliance

Documented process to maintain the best products on your shelf. Tools to support supervisory reviews.
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Financial Professionals

See your product shelf in one place. Look for products from a client point of view. Compare products. Demonstrate review of Reasonably Available Alternatives.
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Management

See the forest for the trees in your product area. Understand what your FPs are seeing. Protect and grow your firm.
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Ready to Protect and Grow Your Business?