Research & Reports

We have to think most annuity insurers were optimistic as last year ended, as total sales were once again at record levels. Conditions proved near perfect for the industry, as rising interest rates and stock...

In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...

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...

We’ve said this often enough: our industry has an abundance of talented individuals constantly looking for ways to build annuities that address investor needs, as those needs always changing and evolving. In this report we’ll...

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...

So far this year this year we’ve seen much innovation related to registered index-linked annuities (RILAs), since their sales are sizzling, however we see other product types that have potential for growth over the near...

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

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...

In this report we’ll discuss a variable annuity guaranteed living benefit (GLB) buyout offer recently filed by Voya Insurance and Annuity Company that is scheduled to commence in the fall. It is the first such...