subscriber-login-icon
Subscriber Login
Sign Up

High Quality Reporting

at First Rate Service

Try it for free

Accurate and Current Information

for the Annuity Business

Try it for free

Latest Reports

Reviewing Variable Insurance Fund Filings from October, 2025

-

We had another relatively light period of variable fund filing activity in October, typical for the time of year. Beyond some new registrations, of particular note was the closure of several defined outcome portfolios, continuing...

Some Notes on Registered Index-Linked Annuity GLWBs

-

As the registered index-linked annuity market continues to mature, we are seeing more insurers offer guaranteed living benefits on their products, which we think is a natural progression. At present we do not think such...

Read more

On 3Q25 Sales Trends – and The Annuity Value Proposition

-

Lately it’s been our habit to weigh in once LIMRA has come out with preliminary sales data – as it did last week for the third quarter – and we will do so in this...

Read more

Newest Research

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…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet continues 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...

Steve's Featured Posts

Spooky Stuff

Product Logic

Pulling Levers