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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
2024 Q4 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2024 Q3 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2024 Q2 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2024 Q1 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q4 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q3 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q2 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

2023 Q1 VA 5 Yr Income

 

VA 10 Yr Income

 

FIA 5 Yr Income

 

FIA 10 Yr Income

 

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

 

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Webinars

Docupace - DDW Integration (Reg BI and 401k Rollovers) 11-2-23
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

Are You Ready for More Client Complaints?

As we enter the last quarter of 2024, here are a few predictions for 2025.

How Does DDW Stay Up-to-Speed on What Carriers are Thinking and Doing?

This Blog is Part of The “Raising the Bar” Series From Due Diligence Works, Inc.

Overview of US ETF and Mutual Fund Asset Flows from April 30, 2023, to April 30, 2024

The largest asset class that experienced the largest outflows was the Mixed Asset category, and the largest inflows were Bonds. DDW excludes money market asset class because money market funds are specific to mutual funds, not ETFs.

DDW Review of Blackstone Real Estate Income Trust Valuation Methodology

How real estate managers value their underlying properties has come up in the news recently. The $59 billion Blackstone Real Estate Income Trust — more commonly known as BREIT — valuation process has fallen into question. In a New York Times Article, “The Big Questions Hanging Over a Blackstone...

Active ETFs Good or Bad? But Certainly Needs Some Thought!

We first saw these types of products mostly restricted to the fixed income asset class, but we are now seeing providers launch equity strategies.

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?