Latest Reports
Notes on Early-Year 2026 Variable Annuity and RILA Filings
In our previous commentary we wrapped up our coverage of traditional variable annuity and registered index-linked annuity (RILA) filings from last year; this one will be equally “filing focused,” because some interesting things have come...
Newest Research
Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025
This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 19 registrations…
Update: Summaries of New Traditional Variable Annuities filed in 2025
This table is our final update to our coverage of new traditional variable annuities filed with the SEC in 2025. The table covers two contracts…
Notable VA and Benefit Rate Sheet Changes in 2025
This is the final 2025 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…
