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Latest Reports

Notes on Registered Index-Linked Annuities – and Other Things

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In this report we will weigh in once again on registered index-linked annuities (RILAs) because lately we have seen some product moves to make note of; that said we’ll also cover some developments in traditional...

Reviewing Variable Insurance Fund Filings from June, 2024

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Last month, variable fund filing activity was rather slow but that is typical of the summer months. There were some new registrations but those were of funds that will be used in a reorganization…

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Sharing Our Suspicions About 2Q24 Annuity Industry Sales

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Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....

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Newest Research

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…

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...

Notable VA and Benefit Rate Sheet Changes in 2024

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...

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