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


Quarter | Variable Annuities | Indexed Annuities | ||
Show me the Math | 5 Year Deferral | 10 Year Deferral | 5 Year Deferral | 10 Year Deferral |
2023 Q3 |
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2023 Q2 |
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2023 Q1 |
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2022 Q4 |
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2022 Q3 |
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2022 Q2 (incl VA May update) |
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2022 Q1 |
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2021 Q4 |
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2021 Q3 |
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2021 Q2 |
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2021 Q1 |
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2020 Q4 |
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2020 Q3 |
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2020 Q2 |
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2020 Q1 |
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2019 Q4 |
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2019 Q3 |
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2019 Q2 |
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2019 Q1 |
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2018 Q4 |
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Webinars
Blog posts
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...
What happens when FINRA's President interviews the SEC's Chairman?
Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated that Reg BI needs to focus on costs, conflicts, reasonable available alternatives, commission vs advisory, account (type) opening recommendation, product recommendations...and that's not all of it. ...
Structured Products Monthly Process Changes with Higher Yields
The structured product market has been akin to riding a roller coaster over the past few years. Much of this wide ride has been attributed to the volatility of the market, and until early 2022 the fixed rate environment remained anemic. Prior to these higher interest rates, investors needed to...