Latest Reports
Notes on Recent VA Filings – Related to RILAs and Rate Sheets
It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...
Newest Research

Update: Variable ESG Portfolios
This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of last year; at quarter’s end we counted 28 portfolios in operation, which held almost $6.45 billion in...
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios, and they continued to grow in number rapidly over the third quarter of 2022; during the quarter 19 new portfolios started reporting assets. At the...
Update: Notable VA Benefit Rate Sheet Changes in 2022
This spreadsheet concludes our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; towards the end of the year we...