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Latest Reports

Considering the Shape of Product Changes Thus Far in 2026

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We are still waiting for official fourth quarter 2025 sales numbers from LIMRA – we expect their release imminently – so we will comment on those when they arrive. For now, we will share thoughts...

Reviewing Variable Insurance Fund Filings from January, 2026

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Variable fund filing activity last month was moderate – we identified no new registrations – but there was the usual run of managerial changes and reorganizations we have been used to seeing of late…

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Thinking Aloud: About Conditions in the Annuity Business

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In these pages we have already weighed in with thoughts on how annuity sales in 2025 might finish up – in expectation of final numbers not yet released by LIMRA – but, since we don’t...

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Newest Research

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…

Update: Summaries of New Traditional Variable Annuities filed in 2025

This table is our final update to our coverage of new traditional variable annuities filed with the SEC in 2025. The table covers two contracts…

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