Research & Reports
Thinking About Accumulation – Are Investors Focusing on It?
As of this writing, full second quarter annuity sales data have not been released, the industry is in the slow summer months, and not a lot is going on product front, but there does seem...
Notes on 2Q26 Results of Selected Stock-Traded Annuity Insurers
Second quarter annuity business results for most of the publicly traded insurers we track regularly were strong, in our view, indicative of the positive momentum the industry has been sustaining of late…
Our Customary Early Thoughts – on 2Q26 Preliminary Sales Numbers
Not long ago, LIMRA released preliminary second quarter annuity sales figures – rather earlier than expected in our view – and in this commentary we will give our perspective on the numbers…
Sifting Through Rate Sheets – for Clues on VA Market Competition
Now we will turn our attention to variable annuity benefit rate sheets, because we recently sorted through a variety of updates since the start of this year and found some interesting things to share, which...
On Fidelity’s In-Plan Product – and Contemplating the Income Story
Not long ago, Fidelity Investments announced plans to launch an in-plan retirement income solution next year, teaming up with two major insurance companies. In light of that, we figured we’d take the opportunity to weigh...
Some Random Thoughts – as 1Q26 Sales Figures Trickle In
As of this writing, LIMRA has yet to issue its full first quarter annuity sales data, but WINK, Inc. has released its numbers, so we will provide a bit of perspective on them in this...
Notes on 1Q26 Results of Selected Stock-Traded Annuity Insurers
First quarter annuity sales for publicly traded insurers we track regularly reflected industry trends, because for most of them, volume was up on a year-over-year basis, but down sequentially…
Our Notes – from the Traditional VA and RILA Filing Pipeline
In our view, the filing pipeline has not been terribly active of late, but we think we’re overdue for an update since this is the time of year when insurers debut new products and make...
LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales
LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...
