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 |
2025 Q1 |
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2024 Q4 |
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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
Announcing the DDW Carrier “Service Strength Score”
Introducing the DDW Carrier “Service Strength Score.”
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.
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.