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Latest Reports

Reviewing Variable Insurance Fund Filings from December, 2025

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In December, we saw a bumper crop of variable fund filings come through, ranging from new registrations to large-scale reworking of insurer investment platforms…

As the Year Begins: Thoughts and Questions on Our Minds

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This report will more or less pick up from last week, in that we have more to share about the industry is doing at present; moreover, we thought it would be worthwhile to bring up...

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The Year 2025 in Review: Another Sales Record is In Sight

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This will be our usual early evaluation of how the annuity industry performed over the past year, based upon what we know at present. As usual we will follow up with further thoughts when fourth...

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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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