
Research & Reports
Our Customary Thoughts – on LIMRA’s 2Q25 Sales Figures
Not long ago, LIMRA issued final second quarter sales data, which revealed that the industry set fresh records for both the quarter and first half of the year, proving that the annuity sales boom is...
Notes on 2Q25 Results of Selected Stock-Traded Annuity Insurers
In our view, second quarter results for publicly traded insurers we track regularly were pretty good: earnings held up well despite annuity assets falling during the market turmoil in April. Sales remain on track for...
Another Reflection – on Annuity Industry Surrenders
Annuity surrenders are very much on the radar screen of the industry, because multiple studies say that in recent years surrender activity has increased – and is expected to rise this year as well –...
Reviewing Variable Insurance Fund Filings from July, 2025
This July, the rate of variable fund filing activity was relatively lively in that we saw a new registration along with an interesting batch of changes…
Quick Thoughts – on LIMRA’s Preliminary 2Q25 Sales Figures
Last week LIMRA issued preliminary second quarter sales data and in this commentary, we will give our thoughts on those numbers, which indicate the industry is maintaining its upward momentum – thanks to but a...
Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025
This table contains our first coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 10 contracts…
Notes on Registered Index-Linked Annuities Filed in 2025
In this report we’ll cover recent developments related to registered index-linked annuities (RILAs): it’s a great time to get caught up with matters as there have been some new registrations and noteworthy changes to existing...
Reviewing Variable Insurance Fund Filings from June, 2025
In June there was an uptick in variable fund filing activity: we saw numerous managerial changes implemented by fund platforms, along with some interesting exemptive order requests filed with the SEC…
Pru’s Contingent Deferred Annuity – A Long Time in Coming
Prudential Financial released its first contingent deferred annuity (CDA) last week, and in this commentary we will give our thoughts on it and discuss how it was at least three years in the making…