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Latest Reports

A Discussion of a Popular RILA Strategy: Dual Direction

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For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

Reviewing Variable Insurance Fund Filings from September, 2024

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In September we saw an interesting mix of new variable portfolio registrations, a good deal of managerial replacements and other changes, some of which will take effect next year…

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Thinking a Bit – About Current RILA Buyer Preferences

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Lately we have been contemplating what is drawing consumers to the registered index-linked annuity (RILA) – given its immense sales growth of the past few years – and recently we’ve gained some insights on that...

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Newest Research

Summaries of RILA Dual Direction Strategies in 2024

This table contains summaries of 12 registered index-lined annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…

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