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Latest Reports

Random Annuity Industry Thoughts – as Q4 Gets Underway

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We are starting to think that the annuity business will finish on a strong note this year, because rising interest rates are allowing insurers to offer very attractive crediting rates, index caps and bonuses, such...

An Update on the Registered Index-Linked Annuity Pipeline

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The registered index-linked annuity (RILA) market may be maturing, but that does not mean its sales momentum has been slowing very much, if at all. Barring any major miscues or changes in investor sentiment we...

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Reviewing Variable Insurance Fund Filings from August, 2026

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Last month, activity along the variable fund filing pipeline was steady, not a torrent: of particular note were a few new registrations and potential changes to existing portfolios related to upcoming merger and acquisition deals...

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Newest Research

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2026

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2026. The table covers four registrations…

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...

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Data Discoveries

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A Summer Contemplation