Research & Reports

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...

In this report we’ll cover the registration of a new registered index-linked annuity (RILA) from Allianz built for sale in New York, as well as a guaranteed living benefit (GLB) buyback program filed recently by...

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...

Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…