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Contract Alerts Search 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 learn about the latest VA products, pricing, and advisory arrangements as soon as they are made public.

10/23/2014 - Zurich Archway VA
10/22/2014 - Great-West Smart Track II Variable Annuity NY
10/22/2014 - Schwab Retirement Income Variable Annuity NY
10/21/2014 - Hartford Premier Innovations
Industry Analysis More Analysis

Highlights of New Variable Annuity Contract Filings in September, 2014
by Tamiko Toland 10/12/2014

In September, there were five new registrations. Jefferson National is releasing a NY version of its flagship Monument Advisor wrap product. Lincoln’s four registrations are for rollover contracts that correspond to the in-plan guarantee (VA with simple GLWB), Secured Retirement Income. Each version has a different M&E, which is reflected in the respective rollover product.

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Fund Alerts Search 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.

10/21/2014 - SP Small Cap Value
10/20/2014 - Janus Aspen Global Research
10/20/2014 - Pacific Sel Value Advantage
10/17/2014 - Seasons Ser Multi-Mgd Mod Gr
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