
Research & Reports
Our Customary Thoughts – on LIMRA’s 1Q25 Sales Figures
Last week, LIMRA issued final first quarter sales data and in this commentary we will give our thoughts on those numbers, focusing mainly on deferred annuities…
An Update on Product Filing Activity and Related Considerations
In this report we’ll catch up with noteworthy annuity product filings from recent months and share some thoughts on how insurers’ moves may have influenced industry sales in the first quarter…
Contemplating Annuity Surrenders – and Their Link to Sales
A few months ago, some insurance equity analysts said they are forecasting heightened annuity surrenders during calendar year 2025, and that may generate increased sales into certain products at the expense of others, given the...
A Quick Update on Fixed-Indexed Annuity Product Trends
In this commentary we’ll provide some thoughts on indexed annuities, whose sales have grown steadily in the years since the COVID-19 crisis and last year were positively sizzling…
An Update on VA Product Changes and Benefit Rate Sheets
This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…
Discussing RILA Filings of Early 2025 – and Related Things
Around this time last year, we published an issue of this report covering registered index-linked annuities (RILAs) filed in the first few months, and this time we need to do so again, as new products...
Various Thoughts on Annuity Industry Sales Trends from 2024
LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…
Notes on 4Q24 Results of Selected Stock-Traded Annuity Insurers
Annuity sales improved this past fourth quarter for most of the publicly-traded insurers we cover regularly, as did profitability, although not all the news was positive, as some companies reported issues with declining interest rates,...
Another Filing Update – Including Some New Registrations
It wasn’t that long ago we provided our readers with a rundown of variable annuity product filings from the start of the year, but now we feel another update is in order, as some interesting...