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

Reviewing Variable Insurance Fund Filings from January, 2025

-

In January, variable fund filing activity was slow in our view, but that’s typical, as new registrations tend to get submitted the following month in order to be ready for the May prospectus update season....

Covering Notable Variable Annuity Filings From Early 2025

-

Usually, this time of year we provide our readers with a digest of early-year filings related to traditional variable annuities and registered index-linked annuities (RILAs). In our view, January pipeline activity was relatively slow, perhaps...

Read more

Various Early-Year Thoughts on the Indexed Annuity Market

-

We were planning to weigh in with some thoughts on the indexed annuity side of the industry and, just before we were ready to publish this report, noticed that LIMRA came out with preliminary fourth...

Read more

Newest Research

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)…

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

This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 17 contracts…

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…

Steve's Featured Posts

Sign of the Times

Following Through

A Cornucopia