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 |
2024 Q3 |
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2024 Q2 |
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2024 Q1 |
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2023 Q4 |
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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
DDW Annual Client Conference 2024
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We covered it all: Products, Compliance, and Technology. The DDW Community keeps growing stronger, which makes us all better. See you all next year. www.duediligenceworks.com
Variable Annuities Sales are Coming with the Risk On Trade
As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product lines? On the surface, we may know the answer; however, what does it really look like. In the following charts, DDW will compare how the different annuity lines fared in the increasing rate environment.
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...