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
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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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This is a title
Contextual advertising can be profitable. It can either pay for your hosting and maintenance costs for you website or it can pay for a lot more.
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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

Best Interest annuities regulations Reg BI Section 7702 rila

Annuity 2021 Landscape

Off Shoring, Corporate Restructuring, Income, Complexity

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Best Interest Life Insurance regulations Reg BI Section 7702

Is Life Insurance a Priority Again?

As we approach the later stages of one of the longest bull markets, protection is back on. What has changed? COVID, Rates – Section 7702 relief, Financial Wellness Strategies, Technology — Simplified Processing. The reason why is less important, what happens next will be our focus.

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Fiduciary due diligence annuities Life Insurance product committee Reg Best Interest financial stability

Product Committee Meetings Just Got Easier

  It's a new year, new administration, and return to normalcy (sometime soon hopefully), but some things have not changed in some time.  Product Committees can be a drag and can scare the CEO.  But these committees can... Run on time, Gain increased attendance, Make decisions with a full...

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Fiduciary due diligence annuities Life Insurance Reg Best Interest financial stability

DDW's Industry Insights - Just Released

  DDW's Industry Insights for the 4th quarter was just released.  Log into your portal or reach out to us directly.

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Fiduciary due diligence annuities Life Insurance Reg Best Interest financial stability

DDW's 4th Quarter Carrier and Product Score is out

It is very difficult, if not impossible, to lead in all categories and continue to maintain financial stability.  This is why we focus on the details first.  If you haven't seen the updates yet, let us know.     

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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.
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Supervision / Compliance

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