Research & Reports
Update: Notable VA and Benefit Rate Sheet Changes in 2023
This is the final 2023 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…
Update: Notable VA Product Changes in 2022
This spreadsheet finalizes our coverage of notable variable annuity product changes in 2022 and contains 64 entries…
Summaries of New VA Contracts Registered With the SEC in 2022
This table is our final update on new variable annuity contracts registered with the SEC in 2022; this table contains summaries of 16 contracts…
Update: Notable VA Benefit Rate Sheet Changes in 2022
This spreadsheet continues our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; this sheet contains over 100 entries, the...
Update: Summaries of New VA Contracts Registered With the SEC in 2022
This table updates our coverage of new variable annuity contracts registered with the SEC so far this year and contains summaries of 15 products, inclusive of New York-specific versions…
Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2022
This spreadsheet commences our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 62 entries…
Initial Coverage: Summaries of New VA Contracts Registered With the SEC in 2022
This table contains summaries of 10 new variable annuity contracts registered with the SEC so far this year…
Update: Notable VA Product Changes in 2021
This spreadsheet covers notable variable annuity product changes in 2021 and contains 82 entries…
Summaries of New VA Contracts Registered With the SEC in 2021
This table is our final update on new variable annuity contracts registered with the SEC in 2021; this table contains summaries of 23 new host contracts…