Research & Reports

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...

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

Leading industry research firms released second-quarter 2016 annuity sales data not long ago, and results for variable annuities were down substantially over last year, while some fixed annuity product types did fairly well…

We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…

Product filing activity around the variable annuity business has been kind of slow in our opinion, at least compared to past years, so in this report we’ll do some “riffing” – offering up impromptu thoughts...

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

This week we’re going to comment on an interesting new variable annuity buyout launched fairly recently by Zurich American Life, an insurer that long ago pulled out of selling new contracts. The fact the company...