subscriber-login-icon
Subscriber Login
Sign Up

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

An Update on Product Filing Activity and Related Considerations

-

In this report we’ll catch up with noteworthy annuity product filings from recent months and share some thoughts on how insurers’ moves may have influenced industry sales in the first quarter…

Notes on 1Q25 Results of Selected Stock-Traded Annuity Insurers

-

First quarter annuity sales for publicly traded insurers we track regularly tended to be better than the prior-year quarter but down sequentially, which we think was to be expected. On several earnings calls carriers said...

Read more

Reviewing Variable Insurance Fund Filings from April, 2025

-

This April we did not identify any new variable portfolio registrations, rather most industry filing activity involved managerial changes…

Read more

Newest Research

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences 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...

Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…

Steve's Featured Posts

Coffee Talk

Abundance in a Time of Volatility

Prediction or Wager?