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This provides access to documentation and information necessary for Insurance & Retirement Services' (I&RS) customers to implement I&RS products.

Public Documents

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Mar 29, 2016 Account Product Detail by Holding Company - Active Carriers Acrobat .pdf

Mar 29, 2016 Account Product Detail by Holding Company - Active Distributors Acrobat .pdf

Feb 06, 2009 The Fee Calculator worksheets can help to determine estimated costs. (31KB) MS-Excel .xls

Additional Resources

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    Insurance Profile

    DTCC Insurance Profile is the only repository for annuities distributors to access expense, fee and commission schedule data from carriers in a centralized location.

    Overview
  • News

    Read the latest updates about DTCC Insurance Profile which enables annuities distributors to bring transparency and standardization to their processes. Visit the website.

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  • Legal

    Download legal information about DTCC Insurance Profile which eases compliance burdens and associated costs, allowing distributors to gain quick access to updated data.

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