Research & Reports

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...

As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...

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...

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...

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...

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…

In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this...

The focus of this report will be on variable annuity guaranteed benefit buyouts from Voya Financial and Zurich American Life that have either already launched or will be coming out soon – and both resemble...

Every so often we like to study variable annuity guaranteed living benefit (GLB) account value and risk levels around the industry, as they can impact the health of insurers. This report will be an update...