Research & Reports

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...

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…

Although times have been difficult for insurers, as they are coping with the COVID-19 pandemic, market volatility, rock-bottom interest rates, social upheaval and the stresses of an election year, those challenges haven’t kept them from...

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…