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Latest Reports

Insurers and Private Credit – What We Know, What We Don’t

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Lately we’ve been seeing articles in trade publications noting how rating agencies and regulators have been raising concerns over the high level of private credit usage on the part of annuity insurers, so we figured...

Reviewing Variable Insurance Fund Filings from March, 2026

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Variable fund filing activity in March was moderate in our view. As usual, in this report we will provide coverage of noteworthy developments during that month, which included the registration of a new variable insurance...

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LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

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LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

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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 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…

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...

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