The Landmine List: When products blow up, how can your firm stay out of the mine field?
We are not talking about the universe of products that currently exist. We are only talking about...
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Blog | Due Diligence Works
The Annuity Product Manager you are looking to hire does not exist.
Annuity product management is a complex role requiring a diverse skill set. Discover how leveraging...
Are You Ready for More Client Complaints?
As we enter the last quarter of 2024, here are a few predictions for 2025.
How Does DDW Stay Up-to-Speed on What Carriers are Thinking and Doing?
This Blog is Part of The “Raising the Bar” Series From Due Diligence Works, Inc.
Active ETFs Good or Bad? But Certainly Needs Some Thought!
We first saw these types of products mostly restricted to the fixed income asset class, but we are...
DOL Changes
relationship is formed. In tandem, the DOL also released their final amendments to prohibited...
Regulations Driving Annuity Product Development
As a reminder, Interim Value is used to calculate account value when a client withdraws money,...