Research & Reports

About this time last year, we weighed in on final annuity sales figures from LIMRA from the prior year and will do so again in this commentary, and consider factors that led to immense growth...

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...

Normally each January we wrap up our coverage of product filings from the prior year and in this commentary we will do that, and also give some context on preliminary 2023 sales numbers from LIMRA...

We have to think most annuity insurers were optimistic as last year ended, as total sales were once again at record levels. Conditions proved near perfect for the industry, as rising interest rates and stock...

It has been customary for us to devote our last commentary to an appraisal of the annuity business, as the year is drawing to a close, to help our readers start their process of evaluation...

Our coverage group of stock-traded insurers performed well in the third quarter we thought. As has been the case this year, fixed annuity carriers fared the best, although we saw some flashes of growth on...

In this report we’ll share some of our thoughts on final second quarter annuity sales numbers – as LIMRA released them not long ago – and also have some commentary on happenings from the annuity...

At present we are in a reflective mood, given that earnings season for insurance companies has concluded and we are waiting for LIMRA to release final sales numbers for the second quarter. This is not...

In this, our quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...