
Research & Reports
It’s Been Quite Active Along the Variable Annuity Product Pipeline
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...
Regarding Equitable – its VA Business and Near-Term Prospects
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....
Another Roundup – of VA Product Moves From Recent Filings
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...
An Update on VA Product Filings from Late 2019 to the Present
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...
VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry
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...
New Structured Annuities in the Pipeline – Plus Notes from Other Filings
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...
Notes on Recent Rate Sheet Updates – and Other Notable VA Filings
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...
Notes on Variable Annuity Filings That Came Through Late in 2017
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...
Random Thoughts – on Current Conditions in the VA Market
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...