Weekly Commentary
Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop
- May 29, 2020

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities. Effects from the COVID-19 crisis were just beginning to be felt in the quarter – ...

Reviewing Variable Insurance Fund Filings from April, 2020
- May 22, 2020

In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis...

A Quick Overview of VA Product Changes and Rate Sheet Updates
- May 08, 2020

The month of May is a time when insurers file annual updates to their variable annuity and fund prospectuses, and, admittedly, many filings have been coming through of late – more than enough to keep us occupied...

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Featured Research
New Coverage: Notable VA Product Changes in 2020
- May 08, 2020

This spreadsheet contains our initial coverage of noteworthy variable annuity product changes that occurred so far in 2020; it contains 37 entries...

Update: Variable Insurance Volatility-Managed Portfolios
- Mar 30, 2020

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2019. By our count, at the end of the year there were 208 such portfolios in operation, containing nearly $280 billion in assets...

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...

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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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