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
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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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 mutual funds regulations Reg BI rila Rollover PTE 2020-02

William Golias joins DDW

DDW is expanding again. We are fortunate to continue hiring great people who love due diligence and supporting our growing clients. https://www.duediligenceworks.com

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Best Interest annuities regulations Reg BI rila

DDW Annual Conference 2021

Thank you to the over 90 industry leaders who came together to share some great perspectives at the DDW Conference last week. And thank you to our fantastic tech team who pulled this off in a hybrid environment, about half in person and half virtually. I'm equally proud to say our attendees were...

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Best Interest annuities regulations Reg BI rila

DDW Turns 5 Years Old

Thank you for 5 incredible years.  Looking forward to many more.

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Best Interest annuities regulations Reg BI rila

DDW Client Portal Conversion reaches 100%

Congratulations to the DDW Tech Team on converting 100% of our clients to our new and improved portal. New portal has new features, faster load times, and the ability to customize to client needs.

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Best Interest annuities regulations Reg BI rila

DDW Client Conference 2021

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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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