
Research & Reports
Growth in Q1 Sales of Indexed Annuities Sustained the Industry
In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...
Q4 Earnings Review – Annuity Insurers Finished 2021 on a Strong Note
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...
Q3 Earnings Review – Most Insurers Reported Improved Annuity Sales
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…
Q2 Earnings Review – RILAs Again Fueled Industry Sales Growth
Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…
Reviewing Variable Insurance Fund Filings from July, 2021
After a huge pickup in variable fund registrations during the prior month, in July, filing activity slowed to more normal seasonal levels. The few new offerings were in asset classes and investment styles that are...
Reviewing Variable Insurance Fund Filings from May, 2021
This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...
Q1 Earnings Review – Annuity Sales Improved For Some Insurers
For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...
Most Stock-Traded Insurers’ Annuity Sales Grew – Sequentially – in Q3
As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...
Reviewing Variable Insurance Fund Filings from October, 2020
During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...