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Latest Reports

Some Random Thoughts – as 1Q26 Sales Figures Trickle In

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As of this writing, LIMRA has yet to issue its full first quarter annuity sales data, but WINK, Inc. has released its numbers, so we will provide a bit of perspective on them in this...

Reviewing Variable Insurance Fund Filings from May, 2026

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Fund filing activity in May was about what we expected given conditions in the variable annuity space, namely a good deal of changes to investment strategies, as well as fund reorganizations…

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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...

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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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