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Latest Reports

A Quick Update on Fixed-Indexed Annuity Product Trends

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In this commentary we’ll provide some thoughts on indexed annuities, whose sales have grown steadily in the years since the COVID-19 crisis and last year were positively sizzling…

An Update on VA Product Changes and Benefit Rate Sheets

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This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…

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Reviewing Variable Insurance Fund Filings from March, 2025

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For the month of March, we have much to report concerning variable insurance portfolios, as there were a number of interesting registrations along with a great deal of managerial changes on insurers’ platforms…

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Newest Research

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences 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...

Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…

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