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Latest Reports

Notes on 3Q23 Results of Selected Stock-Traded Annuity Insurers

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Our coverage group of stock-traded insurers performed well in the third quarter we thought. As has been the case this year, fixed annuity carriers fared the best, although we saw some flashes of growth on...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

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This spreadsheet contains two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs); it is an update of a sheet we published...

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Another Update on VA Product Changes and Benefit Rate Sheets

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This report will be another installment in our periodic coverage of product change and rate sheet activity related to traditional variable annuities and registered index-linked annuities (RILAs)…

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Newest Research

Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios for the first quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…

Update: Variable Defined Outcome Portfolios

This spreadsheet contains our coverage of variable defined outcome portfolios for the first quarter of 2023; during the quarter seven portfolios began reporting assets. At quarter’s end we counted 116 portfolios in operation which held...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

This spreadsheet contains two sections: one with contractual VA product changes, the other a version of our rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

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