Annuity Filing
The premier web-based research tool of choice for annuity providers and asset managers for 20+ years.
Stay Ahead of the Market With Daily Alerts
Annuity Insight features a daily alert email that tracks and summarizes SEC filings for new VA and RILA contracts and features as well as Rate Sheets and all other contract changes from 136 insurance companies.
The fully searchable historical database covers over 4,000 contracts and can be customized to generate user created alerts. The website also tracks new variable underlying fund registrations as well as changes to sub-advisors, objectives, fees and expenses and more from 165 asset managers.
Annuity Insight delivers the latest annuity developments with most timely research available.
Additional Product Features To Monitor Market Trends
Search Engines
Annuity Insight’s powerful search engines provide easy access to the following:- Contract Alert Search
Proprietary contract alert summaries that highlight VA and SALB contract introductions and amendments, researched from the SEC filings.
- Fund Alert Search
Proprietary fund alert summaries that highlight VA underlying fund modifications, researched
from the SEC filings.
- Contract Search
A comprehensive library of SEC filings related to VA and SALB contracts, including prospectuses, annual reports, proxies, and other documents.
- VA Fund Search
A comprehensive library of SEC filings related to VA underlying funds, including prospectuses,
annual reports, proxies, and other documents.
- New Fund Registration Search
Filings of newly registered variable insurance funds, including a proprietary scorecard of fees,
objectives, and other important fund metrics.
Industry Analysis
Annuity Insight Flow Watch
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
- Insurance Proprietary