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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.

9/22/2016 - Minnesota Life MultiOption Classic
9/21/2016 - Integrity Life VAROOM Variable Annuity
9/21/2016 - National Integrity Life VAROOM Variable Annuity
9/21/2016 - Great-West Smart Track II Variable Annuity
Industry Analysis More Analysis

Highlights of New Variable Annuity Contract Filings in August 2016
by Tamiko Toland 9/9/2016

In August, there were nine registrations for three contracts, two in national and NY versions. Allianz registered a new share class of Index Advantage, the hybrid annuity with index options, in both national and NY variations; each is registered on forms N-4 and S-1. We consider this a modified wrap because there is a withdrawal charge with a maximum of 6.5% (this is less than the standard version) and product fee is 0.25%, which shaves a full point from the 1.25% fee of the other contract. The NY version of the contract does not include an index crediting methods that guarantees no losses, and Protection NY, unlike the national version, does allow losses.

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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.

9/22/2016 - BlackRock Government MM V.I.
9/22/2016 - Deutsche Unconstrained Income VIP
9/22/2016 - NVIT Money Market
9/20/2016 - Penn Series Moderately Conservative Allocation
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