subscriber-login-icon
Subscriber Login
Sign Up

High Quality Reporting

at First Rate Service

Try it for free

Accurate and Current Information

for the Annuity Business

Try it for free

Latest Reports

An Update on Variable Defined Outcome Portfolios Through 4Q24

-

Through last fourth quarter, the number of variable defined outcome portfolios in operation stayed steady, but assets under management in them increased; in this report we will conclude our coverage of these portfolios for 2024…

Reviewing Variable Insurance Fund Filings from February, 2025

-

In February, we saw fewer new variable portfolio registrations than we were used to in past years, but there were a few. There was much more activity in terms of manager replacements and other changes...

Read more

Various Thoughts on Annuity Industry Sales Trends from 2024

-

LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…

Read more

Newest Research

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…

Update: Summaries of New Traditional Variable Annuities filed in 2024

This table is our final update of new traditional variable annuities filed with the SEC in 2024. The table covers six contracts…

Notable VA and Benefit Rate Sheet Changes in 2024

This is the final 2024 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)…

Steve's Featured Posts

Prediction or Wager?

For the Same Reasons

Sign of the Times