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Latest Reports

Equitable – Bound and Determined to Retain its RILA Supremacy

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Maintaining sales dominance in a competitive industry like annuities is no easy feat, but Equitable Holdings has managed to keep a firm grip on the top spot in registered index-linked annuity (RILA) sales, ever since...

Notes on 1Q26 Results of Selected Stock-Traded Annuity Insurers

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First quarter annuity sales for publicly traded insurers we track regularly reflected industry trends, because for most of them, volume was up on a year-over-year basis, but down sequentially…

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Reviewing Variable Insurance Fund Filings from April, 2026

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Variable fund filing activity in April consisted mainly of managerial changes, adjustments to investment guidelines and diversification status, mergers and liquidations. Once again, we saw instances of defined outcome portfolios being closed for good…

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Newest Research

Summaries of RILA Dual Direction Strategies in 2026

This table contains summaries 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; this version contains two entries...

Update: Variable ESG Portfolios

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

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…

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