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Latest Reports

Reviewing Variable Insurance Fund Filings from August, 2021


We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...

The Latest – on New Variable Annuity Contract Launches


In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...

Random Thoughts on the Business, as Summer Draws to a Close


Now that we’ve reached the weekend and are, for the most part, caught up with annuity product developments, in this commentary we’ll share our thoughts on some topics we think are of most interest to...

Newest Research

An Update on Variable Managed-Volatility Portfolios Through 2Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...

Summaries of New VA Contracts Registered With the SEC in 2021

This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 66 entries…