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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.

2/18/2020 - Nationwide Best of America Advisor
2/14/2020 - Jefferson National Monument Advisor Contract No. JNL-2300
2/14/2020 - Jefferson National Life of New York Monument Advisor NY
2/14/2020 - Transamerica DWS Personal Pension Variable Annuity
Industry Analysis More Analysis

VA/VL Fund Flow Watch: December 2019
by Jeff Hutton 2/11/2020

Our VA/VL Fund Flow Watch Series offers a snapshot from our Simfund VA database. This three-page document includes the top 25 ranked companies divided into three categories: sub-advisors, VIT managers, and insurance proprietary.

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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.

2/14/2020 - PIMCO VIT Global Core Bond (Hedged)
2/14/2020 - Third Avenue Value Port VAR
2/13/2020 - BrighthouseI/Eaton Vance Floating Rate
2/12/2020 - JHT International Value
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In My AI, set up email preferences for VA, SALB or VA fund alerts according to your customized search criteria.

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