Research & Reports

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

Leading industry research firms released second-quarter 2016 annuity sales data not long ago, and results for variable annuities were down substantially over last year, while some fixed annuity product types did fairly well…

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

In this report we’ll touch on the kind of tweaks and adjustments insurers have been making to their variable annuity products lately. Most of the changes follow patterns we have seen around the industry the...

We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

Industry research firms began reporting third quarter sales not long ago, and the numbers confirmed our earlier suspicions, that variable annuity sales would fell in the quarter, while total industry output was sustained through a...

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

. In this report we will catch up with recent variable annuity product filings submitted to the SEC, among them a contract from Ameritas registered last week that contains a new guaranteed lifetime withdrawal benefit…