Research & Reports

In this report we will weigh in once again on registered index-linked annuities (RILAs) because lately we have seen some product moves to make note of; that said we’ll also cover some developments in traditional...

Last month, variable fund filing activity was rather slow but that is typical of the summer months. There were some new registrations but those were of funds that will be used in a reorganization…

This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…

Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....

This report will follow up on the previous one in that we will comment some more on registered index-linked annuities (RILAs) space since there seems to be a continuous stream of new products, features and...

This spreadsheet updates 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 up to speed with the annuity product pipeline: as expected, much has been happening in the registered index-linked annuity (RILA) space however there have also been some interesting developments related...

In May, variable fund filing activity picked up nicely, with some interesting new registrations which we don’t expect to see this time of year. As usual there were various updates to existing offerings: managerial changes,...

We are sure by now that our readers have seen final first quarter sales data from LIMRA, still, we figured we would weigh in with our thoughts on the numbers as we think some interesting...