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Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2023
This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2023. The table covers eight contracts…
Update: Notable VA and Benefit Rate Sheet Changes in 2023
This is the final 2023 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)…
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios through the third quarter of 2023; the number of portfolios declined compared to earlier in the year due to multiple closures by Milliman. At quarter’s...