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Latest Reports

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs


In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

Reviewing Variable Insurance Fund Filings from February, 2021


Variable fund filing activity usually picks up in February, as new offerings are registered so that they can launch in time for the May prospectus season. This year we did see a few new arrivals,...

Some Springtime Storylines for the U.S. Annuity Business in 2021


Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

Newest Research

An Update on Variable Managed-Volatility Portfolios Through 4Q20

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2020. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing nearly $281 billion in assets…

Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet will start our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 16 entries…

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table updates our coverage of registered index-linked annuities (RILAs), also known at times as structured annuities; it contains summaries of products currently for sale and new registrations from 2020 and early 2021…