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
DDW Score-2
DDW Scorecard_template

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
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

 

2021 Q3 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2021 Q2 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2021 Q1 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2020 Q4 icon-ddw-pdf-1

 

icon-ddw-pdf-1 icon-ddw-pdf-1 icon-ddw-pdf-1
2020 Q3 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2020 Q2 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2020 Q1 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1
2019 Q4 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2019 Q3 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2019 Q2 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2019 Q1 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

2018 Q4 icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

icon-ddw-pdf-1

 

 

Webinars

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

Structured Products Industry Update - November 2022

Where Will Structured Products be in the Next Market Cycle?

FTX: A failure of due diligence

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

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

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

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

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

3 Ways BDs are Responding to PTE 2020-02

  We are frequently asked "What are firms doing with PTE 2020-02? How are our BD peers handling 401k rollovers?"

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?