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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.

5/7/2021 - Pacific Quest NY Variable Annuity
5/7/2021 - Nationwide Destination B 2.0
5/7/2021 - MONY Master (033-20453)
5/7/2021 - Prudential Premier Retirement VA (For contracts issued on or after February 10, 2014) v3.0 NY
Industry Analysis More Analysis

VA/VL Fund Flow Watch: March 2021
by Jeff Hutton 4/30/2021

Our VA/VL Fund Flow Watch Series offers a snapshot from our Simfund VA database. This three-page document includes the top 25 ranked companies divided into three categories: sub-advisors, VIT managers, and insurance proprietary.

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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.

5/6/2021 - Global Atlantic BlackRock Disciplined Growth
5/3/2021 - VALIC I Systematic Value
5/3/2021 - SFT Ivy Small Cap Growth
5/3/2021 - 1290 VT Convertible Securities
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