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Latest Reports

More Notes on Q2 Sales – Now That Numbers are Official

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Not long ago, LIMRA and WINK, Inc. issued final annuity sales data for the second quarter, and both sets of numbers, despite their differences, pointed to strong performance by the industry, and to us, indicated...

Can Rich Bonuses Fuel a Fixed-Indexed Annuity Resurgence?

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This week we thought it would be a great time to weigh in on the indexed annuity market and, while taking a brief scan through various contract and feature types, discovered much has been going...

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Thinking About Accumulation – Are Investors Focusing on It?

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As of this writing, full second quarter annuity sales data have not been released, the industry is in the slow summer months, and not a lot is going on product front, but there does seem...

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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

Manufactured Demand

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Getting an Objective Viewpoint