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Latest Reports

Q3 Earnings Review – Most Insurers Reported Improved Annuity Sales


For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…

Reviewing Variable Insurance Fund Filings from October, 2021


Lately we’ve been reporting on how Environmental, Social, and Corporate Governance (ESG) investing is steadily becoming more prevalent in our industry, and last month that trend continued, as we saw another new ESG portfolio and...

Random Thoughts on Q3 Industry Sales, and Related Topics


Not long ago, LIMRA released preliminary third quarter annuity industry sales data that indicate in-favor products like registered index-linked annuities (RILAs) are continuing their record-breaking pace, while conditions are slowly improving for other product types....

Newest Research

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2021. It covers 15 contracts, not including instances where a product was refiled…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…

An Update on Variable Managed-Volatility Portfolios Through 2Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...