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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. NewRiver has simplified the process with flexible document delivery options, cost-efficiency, and guaranteed 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 30-45% 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 8 million prospectuses, saving our clients millions of dollars off printing. And we are the only firm to offer consent marketing with guaranteed results – 10% opt-in in Year One or your money back!
No matter which approach you pick, you can be certain the information you share with policyholders is always current and compliant. That reduces business risk and instills customer confidence.
What are the Benefits to You?
Print less, print smart & don’t print at all |
- Manage document fulfillment the way YOU want – not the way your printer wants.
- Optimize print fulfillment with a blended solution that can combine digital POD, offset print, and e-delivery with the confidence knowing that every document is delivered compliantly and cost efficiently.
- Save anywhere from up to 30-45% (for print only) and up to 50-80% when you choose a blended print/electronic delivery program.
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Give investors the
e-Experience they want |
- Investors prefer to get financial information online. With NewRiver's 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.
- And, should they opt for paper, investors can be assured of reduced page count and increased relevancy through NewRiver's portfolio-specific printing..
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The industry’s only guaranteed compliance and guaranteed e-consent
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- Guaranteed compliance, reflecting the most recent prospectus information as of the end of the prior business day.
- Realize maximum savings with e-delivery with a guaranteed consent marketing strategy achieving at least 10% opt-in in Year One (certain terms and conditions apply).
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