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Latest Reports

An Update – on New Contracts and Benefits in the Pipeline

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Last month the annuity pipeline was brimful of activity, so in this commentary we will get up to speed with what transpired during that time as best we can, focusing on the newest products to...

On Fidelity’s In-Plan Product – and Contemplating the Income Story

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Not long ago, Fidelity Investments announced plans to launch an in-plan retirement income solution next year, teaming up with two major insurance companies. In light of that, we figured we’d take the opportunity to weigh...

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Some Random Thoughts – as 1Q26 Sales Figures Trickle In

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As of this writing, LIMRA has yet to issue its full first quarter annuity sales data, but WINK, Inc. has released its numbers, so we will provide a bit of perspective on them in this...

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Newest Research

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...

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the four quarter of 2025. At quarter’s end we counted 17 portfolios in operation which held $603.8 million in assets…

Steve's Featured Posts

Getting an Objective Viewpoint

Anniversaries and Celebrations

Twenty Years On