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Latest Reports

Reflecting on Innovation in the Indexed Annuity Space

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Over time we have seen indexed annuity carriers introduce features that expand upon existing strategies or mimic those of registered index-linked annuities (RILAs), such that there is evidence that ideas are being shared between those...

Thinking About the Relative Attractiveness of Annuity Products

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Since last week we provided a filing update, and third quarter sales data are far from being released – even the preliminaries – we will switch gears and take a few moments to reflect on...

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Various Changes Carriers Have on Tap – for Q4 and Onward

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Lately we’ve turned our attention back to the SEC filing pipeline and uncovered a variety of changes insurers have in store for late this year and early next, a good number of them involving enhancements...

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Newest Research

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2026

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2026. The table covers four registrations…

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...

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