An e-mail and web-based service that highlights each day's most important SEC filings pertaining to variable annuities. Through Contract Alerts learn about the latest VA products, pricing, and advisory arrangements as soon as they are made public.

In July, we tracked three VA registrations, two of which atre PacLife contracts with both national and NY versions. Both of these products extend the share class availability of existing contracts, in one case creating a new B-share and in another adding an L-share. Sun Life has registered a wrap VA with low separate account charges (only 0.65%) and a GLWB with a 7% roll-up. Phoenix filed for a new SALB with The Institute for Wealth Management. Also during July, another of Phoenix’s SALBs with partner Investors Capital went live.

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A web-based service that highlights most important SEC filings pertaining to variable annuity underlying funds daily. Through Fund Alerts one may stay on top of latest VA underlying funds, pricing changes, sub-advisor changes, and advisory arrangements.

In My AI, set up email preferences for VA, SALB or VA fund alerts according to your customized search criteria.

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