Weekly Commentary
On Recent Rate Sheet Updates and Other Variable Annuity Product News
- Sep 11, 2019

Since interest rates have been dropping of late, variable annuity carriers have started adjusting their guaranteed living benefit (GLB) rider elements via rate sheet, and in this report, we’ll cover some of those moves and other product developments...


Protective Registers New VA Contract with Lifetime Withdrawal Benefit
- Aug 29, 2019

Not long ago we saw a variable annuity filed by Protective Life which contained a new guaranteed lifetime withdrawal benefit (GLWB) whose elements will be subject to change via rate sheet – a first for the company. In this commentary we’ll discuss this development...


New Structured Annuities on the Way – Plus Notes from Other Filings
- Aug 23, 2019

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover some variable annuity filings...


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Featured Research
Update: Summaries of New VA Contracts Filed With the SEC in 2019
- Aug 29, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 14 new products...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Aug 29, 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 14 riders...


Update: Variable Insurance Volatility-Managed Portfolios
- Jul 11, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for first quarter 2019. By our count, at the end of the quarter there were 213 such portfolios in operation, containing $271 billion in assets...


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From Steve's Blog
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...


Renewing One’s Labors
- Sep 07, 2018

I’m writing this post, the first on this blog in over a year, on a quiet afternoon at a café in my Astoria neighborhood where I like to have a coffee and think and write. The recent heat wave has let up, thankfully, and the place has a nice mix of local people, sipping and relaxing...


On Executive Function
- Aug 25, 2017

I’m finishing the writing of this post after having started and stopped it multiple times, usually on plane trips, either for business or vacation. For whatever reason, once I got home, the piece got lost in the shuffle as it were. There’s no coincidence with the fact that it has taken so long for me to comp...


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