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Latest Reports

Notes on Registered Index-Linked Annuities Filed in 2024

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In this report we’ll get current with recent developments in registered index-linked annuities (RILAs), covering products in the filing stage which have not yet been launched and delving into some details we have not yet...

Reviewing Variable Insurance Fund Filings from November, 2024

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This commentary contains our customary coverage of noteworthy variable fund filings from the prior month, and also includes an update on Environmental, Social and Governance (ESG) portfolios, citing data through the end of the third...

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More Q3 Thoughts – on Industry Competitive Conditions

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In this report we’ll delve a bit more into the LIMRA annuity industry sales figures for the third quarter, focusing on two product types that have great traction, namely fixed-index annuities (FIAs) and registered index-linked...

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Newest Research

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2024

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 10 contracts…

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of 2024; at quarter end we counted 27 portfolios in operation, which held $8.3 billion in assets…

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

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