subscriber-login-icon
Subscriber Login
Sign Up

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

Thinking About Current Annuity Industry Sales Drivers

-

In our view, industry sales are mostly correlated with which product attributes are resonating with investors at any given time, given their current priorities, whether accumulation, protection, income, liquidity, wealth transfer – to name a...

Insurers and Private Credit – What We Know, What We Don’t

-

Lately we’ve been seeing articles in trade publications noting how rating agencies and regulators have been raising concerns over the high level of private credit usage on the part of annuity insurers, so we figured...

Read more

Reviewing Variable Insurance Fund Filings from March, 2026

-

Variable fund filing activity in March was moderate in our view. As usual, in this report we will provide coverage of noteworthy developments during that month, which included the registration of a new variable insurance...

Read more

Newest Research

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…

Update: Variable ESG Portfolios

This spreadsheet is an update to our coverage of variable Environmental, Social and Governance (ESG) portfolios with data through the third quarter of last year; at that time we counted 26 portfolios in operation, which...

Steve's Featured Posts

Twenty Years On

Keeping It in the Family

Blizzard Conditions