Weekly Commentary
A Discussion of Recent Developments in Structured Annuities
- Dec 05, 2019

Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update was in order, thus we are providing one in this report...


Scattered Thoughts Regarding How the Annuity Business Fared in Q3
- Nov 26, 2019

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw deposits dip to their lowest quarterly level since the year-earlier period...


Earnings Review: VA Insurers Sales Results Were Strong in 3Q19
- Nov 22, 2019

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were their highest in years, according to LIMRA...


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Featured Research
Update: Summaries of Structured Annuities
- Dec 05, 2019

This table updates our coverage of structured annuities and contains summaries of 34 currently sold products and three that are still in the pipeline...


New Coverage: Notable VA Product Changes in 2019
- Nov 29, 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred so far in 2019; we will provide a final version of this sheet once the year is done...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Oct 30, 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 24 riders (inclusive of New York versions)...


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From Steve's Blog
A Black Friday Special
- Nov 29, 2019

Earlier this week I planned on doing a Black Friday blog post, so here I am at my desk dashing it off, referring to notes I scribbled down in various places, such as my business journal...


School is in Session
- Sep 30, 2019

Fall is now upon us, the kids are at school and, in keeping with the time of year, workers in the financial services industry are back at their desks...


A Late Summer Interlude
- Aug 30, 2019

It was a very hot summer here in New York City, but now it’s cooling down nicely, autumn is on the way, and today I figured I’d take some time out to make a long-overdue blog post...


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