subscriber-login-icon
Subscriber Login
Sign Up

High Quality Reporting

at First Rate Service

Try it for free

Accurate and Current Information

for the Annuity Business

Try it for free

Latest Reports

Notes on 3Q25 Results of Selected Stock-Traded Annuity Insurers

-

We thought third quarter annuity business results for publicly traded insurers we track regularly were pretty strong, as the rise in the stock market fueled account value growth and sales in some product lines, in...

Reviewing Variable Insurance Fund Filings from October, 2025

-

We had another relatively light period of variable fund filing activity in October, typical for the time of year. Beyond some new registrations, of particular note was the closure of several defined outcome portfolios, continuing...

Read more

Some Notes on Registered Index-Linked Annuity GLWBs

-

As the registered index-linked annuity market continues to mature, we are seeing more insurers offer guaranteed living benefits on their products, which we think is a natural progression. At present we do not think such...

Read more

Newest Research

Summaries of Guaranteed Lifetime Withdrawal Benefits Currently Available on RILAs

This table contains summaries of guaranteed lifetime withdrawal benefits (GLWBs) available on RILAs that are currently for sale. The table lists 12 riders…

Summaries of RILA Dual Direction Strategies in 2025

This table contains summaries of 21 registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet continues 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...

Steve's Featured Posts

All the Trimmings

Spooky Stuff

Product Logic