Variable Annuity Providers

Why choose between prospectus compliance and savings when you can have both?

Investor disclosure doesn’t have to be painful or expensive. Broadridge has simplified the process with flexible document delivery options, cost-efficiency, and best-in-class compliance built in. We can help you swap the waste and inefficiency of your “Evergreen” compliance approach with a green solution that saves money, time and trees. How do we do it? By extracting filings daily and directly from EDGAR, quality-checking every single document, and providing “next-day” delivery whether you want to communicate to your variable product policyholders in print or electronic.

Variable Products Express is the industry's only web-based SEC-compliant data warehouse which gives insurance providers access to an online library of compliance documents (prospectuses, supplements, semi-annual and annual reports, and statements of additional information) for every open variable annuity and variable life contract and sub-fund sold in the United States.

Our Portfolio-Specific Printing is a patented process that “breaks the big book” and tailors prospectuses to individual policyholder holdings. Less waste, better service. And our Optimi$er print logic marries offset print with digital print on demand without sacrificing our portfolio-specific approach. Using our “Intelligent Delivery” platform, you can save up to 25-30% off traditional pick and pack print on your very next run.

Want to move to e-delivery? We can help with that too. In fact, we’ve been helping financial firms transition from print to electronic for over a decade. This year we will deliver over 15 million prospectuses, saving our clients millions of dollars off printing.

No matter which approach you pick, you can be certain the information you share with policy holders is always current and compliant. That reduces business risk and instills customer confidence.

What are the Benefits to You?

• Manage document fulfillment the way YOU want – not the way your printer wants.
• Save anywhere from up to 25-30% using Portfolio-Specific Printing, and up to 50-80% when you choose a blended print/electronic delivery program.
• Investors prefer to get financial information online. With our Intelligent Delivery Services (IDS), you can deliver prospectuses and regulated mailings electronically – while ensuring they're always compliant, delivered on time and at a fraction of the cost of print.
• We offer "best-in-class" compliance because the information we delver reflects the most recent prospectus information as of the end of the prior business day.
• Leverage our Variable Products Express service to get the built-in savings associated with the streamlined summary prospectus while meeting web hosting requirements because Broadridge does it for you. Our fund mapping provides a single link to connect your contract prospectus to multiple sub account funds.