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Latest Reports

Another Reflection – on Annuity Industry Surrenders

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Annuity surrenders are very much on the radar screen of the industry, because multiple studies say that in recent years surrender activity has increased – and is expected to rise this year as well –...

Reviewing Variable Insurance Fund Filings from July, 2025

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This July, the rate of variable fund filing activity was relatively lively in that we saw a new registration along with an interesting batch of changes…

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Quick Thoughts – on LIMRA’s Preliminary 2Q25 Sales Figures

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Last week LIMRA issued preliminary second quarter sales data and in this commentary, we will give our thoughts on those numbers, which indicate the industry is maintaining its upward momentum – thanks to but a...

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Newest Research

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025

This table contains our first coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 10 contracts…

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the first quarter of 2025. At quarter’s end we counted 23 portfolios in operation which held nearly $528 million in assets…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

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