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Latest Reports

Some Notes on VA Rate Sheet Updates, and Other Filings

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In this report we’ll once again get up to speed with developments along the variable annuity product pipeline, putting a special emphasis on benefit rate sheet updates, which we believe are in response to very...

Various Thoughts – on 2Q24 Annuity Industry Sales

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A few months ago, we published a report when LIMRA released final annuity industry sales for the first quarter and we will do so again this time, as 2Q24 numbers came out not long ago…

Reviewing Variable Insurance Fund Filings from July, 2024

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In July we saw a few variable portfolio registrations come through, but as usual, most developments from filings were related to changes and modifications to investment platforms…

Newest Research

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

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

This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates 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...