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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.

10/26/2016 - Lincoln Core Income Variable Annuity NY
10/26/2016 - Symetra Spinnaker VA
10/26/2016 - Allianz Index Advantage ADV
10/25/2016 - Ohio National Oncore Ultra VA
Industry Analysis More Analysis

2Q Quarterly Earnings II: MetLife Preps Spin-Off
by Tamiko Toland 10/21/2016

As some companies poise for a 3Q assumption review, a few companies completed theirs during the period. Prudential typically conducts its review in 2Q, but MetLife accelerated its process in order to prepare for a spin-off of the retail annuity business, to be renamed Brighthouse Financial. For Jackson National, the response to the DOL conflict of interest review is still “the main event” and a central story for the company. While other companies did not use such strong language to describe the impending changes, they were still important, with Lincoln describing upcoming product design changes intended to appeal to that market.

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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.

10/24/2016 - Calvert VP SRI Mid Cap
10/18/2016 - VALIC II Small Cap Value
10/17/2016 - JNL/T.Rowe Price Value
10/14/2016 - AST Academic Strategies Asset Allocation
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