Subscriber Login

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

Catching Up With Happenings Along the VA Product Pipeline


In this report we will get caught up with noteworthy filings related to traditional variable annuities and registered index-linked annuities (RILAs) that have come through in recent weeks. While the volume of filings is well...

Notes on 1Q23 Results of Selected Stock-Traded Annuity Insurers


Earnings season for stock-traded insurers we track ended recently so in this commentary we will provide our thoughts on annuity business results for this group.  For most of them, annuity sales reflected trends in the...

Reviewing Variable Insurance Fund Filings from April, 2023


This commentary contains our coverage of noteworthy variable fund news from April, a time which was relatively slow in terms of filing activity, although there were a few significant developments…

Newest Research

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2022; during the fourth quarter 23 portfolios began reporting assets. At quarter’s end we counted 109 portfolios in operation which held $263.6 million in...

Update: Variable ESG Portfolios

This spreadsheet concludes our coverage of variable Environmental, Social and Governance (ESG) portfolios for 2022; at year end we counted 28 portfolios in operation, which held nearly $6.8 billion in assets…

Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2023

This spreadsheet commences our 2023 coverage of variable annuity rate sheet updates that involve noteworthy changes from the prior sheet as well as new benefit launches and closures; so far this year we have seen...