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Latest Reports

Reviewing Variable Insurance Fund Filings from March, 2024

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In March we saw some new variable portfolio registrations, however most filing activity had to do with managerial changes and other alterations to existing offerings…

An Update on Notable VA Changes and Related Developments

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In this report we’ll get started with coverage of noteworthy changes made to traditional variable annuities and registered index-linked annuities (RILAs) so far this year, along with tracking of rate sheet updates…

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Thoughts on Annuity Industry Sales Trends and Tendencies

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About this time last year, we weighed in on final annuity sales figures from LIMRA from the prior year and will do so again in this commentary, and consider factors that led to immense growth...

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Newest Research

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...

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the fourth quarter of 2023; the number of portfolios declined compared to earlier in the year due to Milliman closing out its series. At...

Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the fourth quarter of 2023; at quarter end we counted 28 portfolios in operation, which held nearly $7.6 billion in assets…

Steve's Featured Posts

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Demand is Not the Issue

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