subscriber-login-icon
Subscriber Login

High Quality Reporting

at First Rate Service

Try it for free

Accurate and Current Information

for the Annuity Business

Try it for free

Latest Reports

Reviewing Variable Insurance Fund Filings from September, 2024

-

In September we saw an interesting mix of new variable portfolio registrations, a good deal of managerial replacements and other changes, some of which will take effect next year…

Thinking a Bit – About Current RILA Buyer Preferences

-

Lately we have been contemplating what is drawing consumers to the registered index-linked annuity (RILA) – given its immense sales growth of the past few years – and recently we’ve gained some insights on that...

A RILA Product Pipeline Update – and Other Notable Things

-

We’ve said it often enough in these pages: that the registered index-linked annuity (RILA) side of the business has been humming with activity throughout the year and we don’t expect that to change anytime soon....

Newest Research

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates 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...