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Latest Reports

Sifting Through Rate Sheets – for Clues on VA Market Competition

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Now we will turn our attention to variable annuity benefit rate sheets, because we recently sorted through a variety of updates since the start of this year and found some interesting things to share, which...

“Torn From the Headlines” – Notes from the Annuity News Cycle

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This week, rather than delve into more annuity filings – as we are surely known to do – we will provide some thoughts on recent industry news stories, with a view to provide a unique...

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Reviewing Variable Insurance Fund Filings from June, 2026

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In June we saw a substantial amount of variable fund filing activity, much of it having to do with managerial changes, although we did see a few developments related to portfolios that are still in...

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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

Getting an Objective Viewpoint

Anniversaries and Celebrations

Twenty Years On