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Latest Reports

LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

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LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

An Update on Variable Defined Outcome Portfolios Through 4Q25

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In this commentary we’ll take the opportunity to get caught up with variable defined outcome portfolios, which have been declining in number steadily. Our intention is to conclude our coverage of them since we expect...

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An Update on RILA Filings and Various Product Changes

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About now we are getting clues as to where annuity product development is headed this year: we think there’s evidence that registered index-linked annuities (RILAs) will be in the forefront of activity, which makes sense...

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Newest Research

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the four quarter of 2025. At quarter’s end we counted 17 portfolios in operation which held $603.8 million in assets…

Update: Variable ESG Portfolios

This spreadsheet is an update to our coverage of variable Environmental, Social and Governance (ESG) portfolios with data through the third quarter of last year; at that time we counted 26 portfolios in operation, which...

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

This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 19 registrations…

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