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Latest Reports

Notes on Registered Index-Linked Annuities Filed in 2025

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In this report we’ll cover recent developments related to registered index-linked annuities (RILAs): it’s a great time to get caught up with matters as there have been some new registrations and noteworthy changes to existing...

Reviewing Variable Insurance Fund Filings from June, 2025

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In June there was an uptick in variable fund filing activity: we saw numerous managerial changes implemented by fund platforms, along with some interesting exemptive order requests filed with the SEC…

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Pru’s Contingent Deferred Annuity – A Long Time in Coming

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Prudential Financial released its first contingent deferred annuity (CDA) last week, and in this commentary we will give our thoughts on it and discuss how it was at least three years in the making…

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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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