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Latest Reports

A Wrap-up of VA and RILA Product Filing Activity for 2025

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This commentary will be a review of activity along the traditional variable annuity and registered index-linked annuity (RILA) filing pipelines last year. We have provided a report of this type to our readership over the...

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…

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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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Newest Research

Notable VA and Benefit Rate Sheet Changes in 2025

This is the final 2025 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

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…

Steve's Featured Posts

The Road Ahead

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