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
2023 Q1 VA 5 Yr Income

 

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2022 Q4 VA 5 Yr Income

 

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2022 Q3 VA 5 Yr Income

 

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

 

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2022 Q1 VA 5 Yr Income

 

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2021 Q4 VA 5 Yr Income

 

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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

Private Equity Investment in Insurance Companies, Reinsurance, Mutual Fund M&A, and more.
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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

We will ring in 2023 with the highest income levels in over 2 years

Key Takeaway:  We will ring in 2023 with the highest income levels in over 2 years for both FIAs and VAs. 

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SEC due diligence annuities structured products

Structured Products Industry Update - November 2022

Where Will Structured Products be in the Next Market Cycle?

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SEC Best Interest due diligence FTX cryptocurrency Sam Blankman-Fried Alameda

FTX: A failure of due diligence

What happened to FTX, and more importantly, what should we think about going forward?

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Takeaways from the FINRA Small Firms Conference - Los Angeles, November 2022

Key Themes Discussed:  Reg BI,  Complex Products,  Best Ex Reviews 

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What We Learned at the National Society of Compliance Professionals’ (NSCP) National Conference

  There were 4 primary themes that ran throughout the compliance conference.

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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.

Supervision / Compliance

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.

Ready to Protect and Grow Your Business?