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 rila

DDW Client Conference 2021

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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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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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