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Latest Reports

An Update on VA Product Changes and Benefit Rate Sheets

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This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…

Reviewing Variable Insurance Fund Filings from March, 2025

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For the month of March, we have much to report concerning variable insurance portfolios, as there were a number of interesting registrations along with a great deal of managerial changes on insurers’ platforms…

Discussing RILA Filings of Early 2025 – and Related Things

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Around this time last year, we published an issue of this report covering registered index-linked annuities (RILAs) filed in the first few months, and this time we need to do so again, as new products...

Newest Research

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences 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...

Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

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…