Research & Reports

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...

As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....

Thanks to the COVID-19 crisis we’ve had ample time to hunker down and monitor the variable annuity filing pipeline and in this report we’ll discuss some interesting developments we found, ranging from new registrations, notable...

In this report we’ll get caught up with noteworthy variable annuity product developments from late last year and discuss a new guaranteed lifetime withdrawal benefit (GLWB) filed not long ago...

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...

In this report we’ll comment on recent filings of rate sheets for variable annuity benefits, plus cover some other product developments we found noteworthy, including Lincoln National’s disclosure of rider adjustments it will make in...

In this first commentary of the New Year we’ll discuss some variable annuity product filings submitted to the SEC over the last days of 2017, which, in our view, reflected the kind of contracts and...

Third quarter earnings season is now underway, and we are highly interested in what conference calls might reveal about the variable annuity business. We’re suspecting that sales levels might have started improve at least a...