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 quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...

In recent weeks we have seen activity pick up along the annuity product pipeline, and in this report we will discuss some of the more notable happenings: the registration of a new contingent deferred annuity...

Earnings season for stock-traded insurers we track ended recently so in this commentary we will provide our thoughts on annuity business results for this group.  For most of them, annuity sales reflected trends in the...

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...

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...

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…