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Latest Reports

Reviewing Variable Insurance Fund Filings from August, 2025

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We observed some interesting variable fund filing activity in August, we thought, most of it having to do with managerial changes, however there were a few large-scale fund replacements in the works…

Our Customary Thoughts – on LIMRA’s 2Q25 Sales Figures

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Not long ago, LIMRA issued final second quarter sales data, which revealed that the industry set fresh records for both the quarter and first half of the year, proving that the annuity sales boom is...

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Notes on 2Q25 Results of Selected Stock-Traded Annuity Insurers

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In our view, second quarter results for publicly traded insurers we track regularly were pretty good: earnings held up well despite annuity assets falling during the market turmoil in April. Sales remain on track for...

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Newest Research

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025

This table contains our first coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 10 contracts…

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the first quarter of 2025. At quarter’s end we counted 23 portfolios in operation which held nearly $528 million in assets…

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...

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