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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.

3/26/2015 - Forethought ForeRetirement III Variable Annuity C Share
3/26/2015 - AUL Individual Unit Trust
3/25/2015 - RiverSource Retirement Advisor Select Plus Variable Annuity
3/25/2015 - RiverSource Retirement Advisor 4 Access VA
Industry Analysis More Analysis

Highlights of New Variable Annuity Contract Filings in February, 2015
by Tamiko Toland 3/20/2015

In February, there were 14 new contracts registered, although four of these registrations with American General were later withdrawn. All but three of the registrations were updates of existing contracts, mostly with updated living benefits. The new offerings included an exchange share class from AXA, a living benefit-free contract from Nationwide, and an investment only VA from Voya. AXA is adding a special share class for exchanges for Retirement Cornerstone. This filing also amends the GMIB. The Nationwide Destination contract is a five-year B-share (C-share option) with no living benefit but several death benefits. The Voya IOVA is a barebones contract with no optional living or death benefits and an asset-based fee of 0.40%.

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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.

3/20/2015 - SunAmerica Ser Small Co Value
3/19/2015 - Janus Aspen Perkins Mid Cap Value
3/16/2015 - AZL VIP Growth Index Strategy
3/13/2015 - Gabelli Capital Asset Fund
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