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Latest Reports

Our Customary Thoughts – on LIMRA’s 1Q25 Sales Figures

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Last week, LIMRA issued final first quarter sales data and in this commentary we will give our thoughts on those numbers, focusing mainly on deferred annuities…

Reviewing Variable Insurance Fund Filings from May, 2025

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In May, the rate of variable fund filing activity was rather moderate, which is to be expected given the season, and the fact that most new offerings for the year have already been registered and...

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An Update on Product Filing Activity and Related Considerations

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In this report we’ll catch up with noteworthy annuity product filings from recent months and share some thoughts on how insurers’ moves may have influenced industry sales in the first quarter…

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Newest Research

Notable VA and Benefit Rate Sheet Changes in 2025

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 ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…

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