Weekly Commentary
Thoughts on the Business in Q2 – Based on Preliminary Sales Data
- Aug 12, 2020

Second quarter earnings season will be wrapping up soon and next week we’ll devote these pages to our customary delving into what was revealed on insurers’ conference calls. For now we’ll provide some perspective on what we know thus far...


A Steady Stream of VA Product Filings – Calls for Another Update
- Aug 05, 2020

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary for us to get our readers up to speed again...


Reviewing Variable Insurance Fund Filings from June, 2020
- Jul 27, 2020

In June we noticed no new variable insurance fund registrations come through but did see a great deal of activity involving changes to investment platforms, such as sub-advisory replacements and adjustments to fund fees and expenses...


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Featured Research
Update: Summaries of New VA Contracts Filed With the SEC in 2020
- Jul 15, 2020

This table updates our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 20 new products...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Jul 15, 2020

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 six riders...


Update: Variable Insurance Volatility-Managed Portfolios
- Jun 29, 2020

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the first quarter there were 208 such portfolios in operation, containing $244 billion in assets...


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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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