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Latest Reports

A Wrap-up of VA and RILA Product Filing Activity for 2024

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In looking back at the filing pipeline of 2024 – focusing, as we usually do, on traditional variable annuities and registered index-linked annuities (RILAs) – we have to say that activity was brisk and reflected...

The Year 2024 in Review: The Upward Momentum Continued

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As of this writing, annuity industry sales for 2024 were on pace for another record – this despite a falling interest rate environment – leading us to wonder if there’s “nowhere to go but up.”...

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Notes on Registered Index-Linked Annuities Filed in 2024

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In this report we’ll get current with recent developments in registered index-linked annuities (RILAs), covering products in the filing stage which have not yet been launched and delving into some details we have not yet...

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Newest Research

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…

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2024

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 10 contracts…

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