Research & Reports

About this time last year, we weighed in on final annuity sales figures from LIMRA from the prior year and will do so again in this commentary, and consider factors that led to immense growth...

Annuity sales for stock-traded insurers we monitor regularly went fairly well in the fourth quarter, reflecting momentum the industry sustained throughout 2023, but not all was positive: we did see a few instances where profits...

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...

Our coverage group of stock-traded insurers performed well in the third quarter we thought. As has been the case this year, fixed annuity carriers fared the best, although we saw some flashes of growth on...

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...

Since we get the feeling that due to rising interest rates, registered index-linked annuities will be encountering stiffer competition from other annuities, we figured now would be a great time to get caught up on...

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...

Lately we’ve started to cover fixed-index annuities (FIAs) more closely, and in so doing noticed that part of the market has been quite active in terms of product development, this despite a decline in sales...