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Latest Reports

Reviewing Variable Insurance Fund Filings from October, 2024

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Variable portfolio filing activity picked up in October as there were multiple registrations, some of them connected to large-scale reorganizations that have been a trend in the industry of late…

Another Update on VA Product Changes and Benefit Rate Sheets

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In this report we will get up to date with our coverage of traditional variable annuity and registered index-linked annuity (RILA) product changes…

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An Update on Variable Defined Outcome Portfolios Through 2Q24

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We are overdue in providing our subscribers with perspective on variable defined outcome portfolios, therefore in this report we will do so, citing data we have compiled from regulatory filings…

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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…

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