AnnuityInsight.com provides professionals in the variable insurance business with competitive intelligence and commentary on the latest trends in VA contracts, underlying funds, policy features, fees and expenses. Our diverse client base – among which include insurers, asset managers, law offices, actuarial firms and broker dealers – use the site to view the latest SEC filings related to VAs, get ideas for new product and sales generation, and to stay current on the most important themes facing the business. It comprises these unique features:
Contract Alerts
An e-mail and web-based service that highlights each day's most important SEC filings pertaining to variable annuities. Through Contract Alerts one may learn about the latest VA products, pricing, and advisory arrangements as soon as they are made public. One may view the documents in three formats: html, word or PDF.
Fund Alerts
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. One may view the documents in three formats: html, word or PDF.
Industry Analysis
- Annuity Insight Weekly: a commentary that touches on themes related to VA product development, pricing, marketing and distribution efforts. It offers actionable and profitable ideas from our research based of SEC filings, our ongoing consultative meetings, and the expertise of our team of VA analysts and data from our Simfund VA database. Trial users may view past titles but may not click through to the full report.
- In-Depth Reports: periodically we publish in-depth analysis of the variable insurance marketplace and mutual fund marketplace that delve into issues of importance from the “top down”, encompassing all levels of the business: insurers, asset managers, contracts, features and underlying funds. We review current activity in VA net flows, asset growth (using data from our application, Simfund VA ), market share results, distribution patterns plus suggest important issues and trends to watch, both now and in the future. Trial users may view past titles but may not click through to the full report.
- Presentations: from time to time we also post our Power Point presentations, most of which we have delivered at industry conferences or meetings with executives, which deal with topics like trends in VA benefit features or how asset managers may uncover subadvisory opportunities in the VA space. Available only to full subscribers.
DCA rates and Fixed rates
A monthly survey of interest rates of enhanced Dollar Cost Averaging (DCA) programs and fixed accounts that are offered in leading VA contracts, including an archive of past months. Available only to full subscribers.
VAFilings.com
A site that provides access to SEC documents in three sub-modules:
- Contract Search – an SEC library of variable annuity contracts that allows one to search a wide variety of filings including prospectuses, annual reports, proxies, and other documents.
- VA Fund Search – an SEC library of variable annuity underlying funds that allows one to search a wide variety of filings including prospectuses, annual reports, proxies, and other documents.
- New Fund Registrations – Filings of newly-registered variable insurance funds.
My AI
- Save customized searches;
- Change and manage their profiles (passwords, personal information, etc.);
- Receive e-mail alerts of filings from watch-listed companies.
Other Annuity Resources from Strategic Insight:
Simfund-VA®
Designed with the variable annuity professional in mind, Simfund VA is a leading variable annuity database application. The database provides a comprehensive source of industry and competitive information which includes data on net flows, assets, performance, fees and expenses, and allows users to analyze data by insurer, contract, subaccount, investment category, subadvisor and many other aggregates. Key uses of the application include monitoring industry trends and competitor product offers, conducting due diligence on investment managers, and identifying sub-advisory opportunities.
For further information on Simfund-VA, contact Kevin Ng at 212-217-6922. |