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Notable VA and Benefit Rate Sheet Changes in 2024
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 Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios through the fourth quarter of 2023; the number of portfolios declined compared to earlier in the year due to Milliman closing out its series. At...
Update: Variable ESG Portfolios
This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the fourth quarter of 2023; at quarter end we counted 28 portfolios in operation, which held nearly $7.6 billion in assets…