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Periodicals

Index Compendium    $140.00 Annual Subscription        
For 16 years the eight page printed Index Compendium monthly newsletter has provided information on changes in the index annuity marketplace, tracking actual returns, and featuring marketing, compliance and other issues that affect index-linked products.

VolControl Site & Report Subscriptions     $740.00  Annual Subscription     
In August 2014 there were two volatility-controlled indexes used in the Fixed Index Annuity arena; today there are over two dozen, with another dozen indexes filed and waiting. Volcontrol.com is the resource that enables carriers, marketing companies and index competitors to make sense of it all and stay on top of this fast changing world. To the public, Volcontrol.com is one-stop website providing links to the daily closing prices of the vol-controlled indices used by fixed index annuities. For Subscribers, the password-protected pages also provide:

  • A sortable spreadsheet allowing you to compare vol-controlled indices by their specifications: volatility target, index composition, low volatility component, strategy, service fee, leverage used, when the index went active, which carriers use the index, etc.
  • A listing of carrier filings of new indices that are not yet active (available in February)
  • Calculated past returns of the different indices 
  • Links to proprietary research papers  
  • In addition, subscribers receive pdf copies of the Fixed Index Annuity Vol-Controlled Indices reports that are updated as needed.