Weekly Commentary
Some Thoughts Regarding the Proposed Jackson National IPO
- Mar 25, 2020

Recently U.K.-based Prudential plc disclosed plans to spin off its Jackson National unit, a move we think will have many ramifications for the U.S. annuity industry. In this report we’ll attempt to put this matter into perspective with events of the past few years...


Reviewing Variable Insurance Fund Filings from February, 2020
- Mar 16, 2020

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few interesting changes being made to investment platforms...


Covering a New GLWB – and Recent Benefit Rate Sheet Updates
- Mar 10, 2020

In this report we’ll provide thoughts on a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) scheduled to launch during the May prospectus update season, and notable changes to existing riders we discovered in benefit rate sheets...


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Featured Research
New Coverage: Summaries of New VA Contracts Filed With the SEC in 2020
- Mar 20, 2020

This table commences our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of nine new products...


New Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Bene...
- Mar 20, 2020

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of three riders...


Update: Summaries of New VA Contracts Filed With the SEC in 2019
- Feb 20, 2020

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 34 new host contracts...


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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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