Latest Reports
Notes on 3Q24 Results of Selected Stock-Traded Annuity Insurers
Third quarter annuity sales were up nicely for most of the publicly-traded insurers we cover regularly, as conditions continue to be very favorable for fixed, indexed and registered-index linked annuities (RILAs), although traditional VAs had...
Newest Research
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...
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter of 2024. At quarter’s end we counted 23 portfolios in operation which held $423.5 million in assets…
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…
