Blog

Due Diligence Works

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...

Read more
Due Diligence Works

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...

Read more
Due Diligence Works

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...

Read more
Due Diligence Works

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? ...

Read more
Due Diligence Works

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?

Read more
Due Diligence Works

DDW Product Score

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...

Read more
Due Diligence Works

DDW 2019 Conference

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

Read more
Due Diligence Works

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

Read more
Michael Freeman

What does Full Coverage mean?

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...

Read more
Due Diligence Works

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

 

Which solution is best for clients to replace their paycheck in retirement? We analyzed bonds, dividend stocks, managed accounts, annuities and...

Read more