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
  • View a large amount of Product Information on one page through the Scorecard
  • 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
2024 Q1 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q4 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q3 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q2 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q1 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2022 Q4 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2022 Q3 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2022 Q2 (incl VA May update) VA 5 Yr IncomeVA 5 Yr Income

 

VA 10 Yr IncomeVA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2022 Q1 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2021 Q4 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

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2021 Q2 icon-ddw-pdf-1

 

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2021 Q1 icon-ddw-pdf-1

 

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2020 Q4 icon-ddw-pdf-1

 

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Webinars

Docupace - DDW Integration (Reg BI and 401k Rollovers) 11-2-23
Low Rate, Stability, and Product Webinar - 6-12-20
Trends and Reg BI Top Questions 5-15-20
Chief Product Officer Panel 5-1-20
Broker Dealer Panel 4-17-20
DDW Marker Insights 4-3-20

White Papers

Private Equity Investment in Insurance Companies, Reinsurance, Mutual Fund M&A, and more.
DDW View on SEC Regulation Best Interest
DDW View on NYS Reg 187
Indexed Universal Life – An Analysis of Product and Industry Trends
Texting and Social Media - Interview with Mitch Avnet
White Paper - Managing Conflicts of Interest and Other Key Regulatory Challenges
Should Firms Insource or Outsource
Key Trends for 2018 -Wealth Management Outlook
Product Research Departments are Scrambling for Annuity Due Diligence
Your Time is Worth More Than Chasing Ghosts

Regulator Corner

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

Blog posts

DDW Annual Client Conference 2024

Thank you to an amazing group of clients who attended the DDW Client Conference this week. We covered it all: Products, Compliance, and Technology. The DDW Community keeps growing stronger, which makes us all better. See you all next year. www.duediligenceworks.com

Variable Annuities Sales are Coming with the Risk On Trade

As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product lines? On the surface, we may know the answer; however, what does it really look like. In the following charts, DDW will compare how the different annuity lines fared in the increasing rate environment.

What Happens to a REIT When Markets Get Scared?

According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly $11bn in 2020. In 2021, Blackstone Group’s BREIT fund raised just short of $25bn. Real estate research firm Green Street estimates that, at the peak of fundraising in the fourth quarter of 2021,...

Navigating Changing Investment Landscapes

Here’s What Rising Rates Mean to Jeffrey “Bond King” Gundlach Renowned investor Jeffrey Gundlach, popularly known as the "Bond King" (Bill Gross isn’t the only one to have earned this title) and CEO of Doubleline Capital, recently shared his macro views during a talk attended by DDW. Overall, he...

It’s time to stop “Wash, Rinse, Repeat” your Monthly Structured Product Shelf.  Here’s why.

Takeaway: In today's MLCD marketplace, where there is FDIC insurance, should you be offering MLCDs with lower caps? Summary: As one of our clients said at the end of a discussion like the one below: “If I'm comparing apples to apples, why take the bruised ones?” “Wash, Rinse, Repeat” has been the...

Who Uses Our Services

Product Management

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Demonstrate review of Reasonably Available Alternatives. Documented process to maintain the best products on your shelf. Tools to support supervisory reviews.

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.

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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