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Update: Variable ESG Portfolios
This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…
Update: Summaries of Registered Index-Linked Annuities (RILAs)
This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…
Notable VA and Benefit Rate Sheet Changes in 2024
This spreadsheet updates 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...