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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.

7/5/2022 - Protective Aspirations Variable Annuity
7/1/2022 - US Life Polaris Platinum III (NY) (Version 3) 333-178841
7/1/2022 - VALIC Polaris Platinum Elite VA (333-201800)
7/1/2022 - American General Polaris Platinum O-Series VA (Ver 1) 333-185790
 
Industry Analysis More Analysis

Highlights of New Variable Annuity Contract Filings in June 2022
by Jeff Hutton 7/1/2022

In June 2022, there were three new contract registrations for two contracts. The registrations were for single premium deferred contracts and require the election of Guaranteed Withdrawal Benefit. Lincoln’s new contract is designed for IRA rollovers from a qualified retirement plan that provided a living benefit. Pacific’s new contract, available in national and NY versions, is slated to feature one investment option and, in addition to the GMWB, has an optional Return of Premium death benefit.

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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.

7/1/2022 - JPM Insurance Trust Core Bond
7/1/2022 - EQ/Goldman Sachs Moderate Growth Allocation
7/1/2022 - Penn Series Mid Core Value
6/30/2022 - Royce Capital Micro Cap
 
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