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About Annuity Insight


Annuity Insight provides variable insurance professionals with competitive intelligence and commentary on the latest trends in variable annuity (VA) and standalone living benefit (SALB) contracts, underlying funds, policy features, fees and expenses. Our diverse client base – including insurers, asset managers, law offices, actuarial firms and broker dealers – uses the site to view the latest SEC filings related to VAs, get ideas for new product and sales generation, and stay current on the most important themes facing the business.

 

Contract Research

Contract Alerts

Every day, our research team categorizes and summarizes key SEC filings pertaining to VAs and SALBs (for more information on the specific SEC documents that we research for alerts, click here . The header of each alert summarizes contract details, including share class, fees, and available features, provides a link to the specific researched document, a link to the full filing history for the given contract, and a summary of the changes in the researched document.

Alerts are available on the Web: view the latest alerts or access our searchable database to identify the filings you are looking for by carrier, contract, change type, and other criteria. Learn about the latest products, pricing, features and changes as soon as they are made public. For more detail, source documents are available in three formats: html, Word and PDF.

The fully searchable database of contract alerts provides a valuable tool for finding specific documents, identifying product and filing trends, and quickly pinpointing changes made to contracts. Note that the system tracks each individual share class as a separate version of the contract. In such cases, there are multiple contract names for a single filed contract; however, this protocol allows users to distinguish among the basic fee and CDSC differences as well as differences in which benefits are available with various share classes.

The “Contract Alerts” daily summary lists all of the day’s VA and SALB contract changes in a single e-mail. For constant monitoring of specific changes, you can customize e-mail notifications by carrier, change type, contract features or other search criteria.

Contract Filings

The Contract Filings search provides access to an exclusive library of SEC filings related exclusively to VA and SALB contracts. Search a wide variety of filings including prospectuses, amendments, and other documents. For more information on common SEC document types included in the research or part of the searchable database, click here .

For constant monitoring of specific changes, you can customize e-mail notifications by carrier, Edgar identifiers, contract features or other search criteria. As mentioned above, the system tracks each individual share class as a separate version of the contract. In such cases, there are multiple contract names for a single filed contract; however, this protocol allows users to distinguish among the basic fee and CDSC differences as well as differences in which benefits are available with various share classes.

 

VA Fund Research

VA Fund Alerts

Our research team categorizes and summarizes key SEC filings pertaining to VA underlying funds daily. Fund Alerts help you stay on top of the latest VA underlying funds, pricing changes, sub-advisor changes, and advisory arrangements. For more detail, source documents are available in three formats: html, Word and PDF.

The fully searchable database of fund alerts provides a valuable tool for finding specific documents, identifying product and filing trends, and quickly pinpointing changes made to portfolios. Plus, monitor specific changes using customized e-mail notifications of searches.

VA Fund Filings

VA Fund Filings search is one of two search tools that provide access to a comprehensive library of SEC filings related exclusively to VA fund filings. This powerful search engine allows you to tap into a database that includes a wide variety of filings including prospectuses, annual reports, proxies, and other documents. For constant monitoring of specific changes, you can customize e-mail notifications by fund, advisor, Edgar identifiers or other search criteria.

New VA Fund Registrations

The New VA Fund Registration search is the second search tool that provides access to a comprehensive library of SEC filings related exclusively to VA fund filings. Here, you can search for filings of newly filed variable funds and view fund snapshots that include full share class and fee information, objective, and management facts, without having to search through the prospectus.

 

Industry Analysis

  • Annuity Insight Weekly: commentary that touches on themes related to VA product development, pricing, risk management, marketing and distribution efforts. Our articles offer 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. The weekly articles include several regular features: a monthly summary of new contract filings and noteworthy changes; a monthly summary of new VA fund filings and noteworthy changes; and quarterly reviews of stock company earnings calls. Reprints are available for clients that would like to redistribute articles. Trial users may view past titles but may not click through to the full articles.

  • 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 reports.

 

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, click here .