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Latest Reports

Reviewing Variable Insurance Fund Filings from February, 2025

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In February, we saw fewer new variable portfolio registrations than we were used to in past years, but there were a few. There was much more activity in terms of manager replacements and other changes...

Various Thoughts on Annuity Industry Sales Trends from 2024

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LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…

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Notes on 4Q24 Results of Selected Stock-Traded Annuity Insurers

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Annuity sales improved this past fourth quarter for most of the publicly-traded insurers we cover regularly, as did profitability, although not all the news was positive, as some companies reported issues with declining interest rates,...

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Newest Research

Update: Summaries of New Traditional Variable Annuities filed in 2024

This table is our final update of new traditional variable annuities filed with the SEC in 2024. The table covers six contracts…

Notable VA and Benefit Rate Sheet Changes in 2024

This is the final 2024 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: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2024

This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 17 contracts…

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