Best Interest Analysis - Annuity & Carrier

August 8, 2019 | Due Diligence Works

 

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...

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Q3 Annuity Income Rankings - Reg BI Neutral Factors

July 31, 2019 | Due Diligence Works

 

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...

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Welcome to New York, Welcome NYS Reg 187

May 29, 2019 | Due Diligence Works

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....

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Product Committee in a Box

May 21, 2019 | Due Diligence Works

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...

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

May 16, 2019 | Due Diligence Works

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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DDW Product Score

May 13, 2019 | Due Diligence Works

By popular demand from our clients, finally - a 10-page Due Diligence Report in One Number.  Welcome the DDW Score, coming soon.  Check out an early view, click below.

Click to see an early view

 

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DDW 2019 Conference

April 8, 2019 | Due Diligence Works

We just completed DDW's 2nd annual conference focused on Compliance, Supervision, and Product Selection. An overwhelming success and double the size of last year. We look forward to working with our current and new clients as we launch some of...

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Mark "Chooch" Jewell Joins Due Diligence Works, Inc. as a Senior Product Analyst

March 30, 2019 | Due Diligence Works

http://www.digitaljournal.com/pr/4230127

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What does Full Coverage mean?

March 15, 2019 | Michael Freeman

Just back from a Citywire Pro Buyer conference in NYC. Had the opportunity to sit down with about 12 top asset managers across fixed income, emerging market equity and value investing. Also spent time with 50 top BDs and RIAs. One theme was clear...

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Annuity Income Rankings for Q1 - How to Maximize Your Retirement Income

February 21, 2019 | Due Diligence Works

 

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...

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We just completed DDW's 2nd annual conference focused on Compliance, Supervision, and Product Selection. An overwhelming success and double the...

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