Research & Reports

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

In this report we’ll get started with coverage of noteworthy changes made to traditional variable annuities and registered index-linked annuities (RILAs) so far this year, along with tracking of rate sheet updates…

About this time last year, we weighed in on final annuity sales figures from LIMRA from the prior year and will do so again in this commentary, and consider factors that led to immense growth...

This spreadsheet updates our coverage of variable defined outcome portfolios through the fourth quarter of 2023; the number of portfolios declined compared to earlier in the year due to Milliman closing out its series. At...

Over the last quarter of 2023, the number of variable defined outcome portfolios in the industry declined considerably, as many ceased operations. In this report we will conclude our reporting on these portfolios for that...

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the fourth quarter of 2023; at quarter end we counted 28 portfolios in operation, which held nearly $7.6 billion in assets…

Usually during February we see an increase in new variable portfolio registrations, in preparation for their additions to investment platforms during the May prospectus update season. This time around things were fairly slow compared to...

Already this year we have devoted a few of our weekly commentaries to developments related to registered index-linked annuities (RILAs) but so much has been going on with those products of late that we need...

Annuity sales for stock-traded insurers we monitor regularly went fairly well in the fourth quarter, reflecting momentum the industry sustained throughout 2023, but not all was positive: we did see a few instances where profits...