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Latest Reports

Reviewing Variable Insurance Fund Filings from November, 2025

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This report will contain our customary review of notable variable fund filings from November and provide a quick update on trends in defined outcome portfolios…

It’s Time to Weigh in: on LIMRA’s 3Q25 Annuity Sales Figures

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LIMRA issued final third quarter annuity sales data not long ago, which revealed that industry sales were flat quarter over quarter, which we think is not a bad result given current market conditions and seasonality…

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Notes on Late-Year Variable Annuity and RILA Product Filings

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After reviewing annuity product filings from last month, we concluded that industry players are moving in different directions: some are coming out with new products and ideas, others are scaling back rather significantly. Most of...

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Newest Research

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the second quarter of 2025. At quarter’s end we counted 21 portfolios in operation which held $547 million in assets…

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…

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