Research & Reports
Update: Notable VA and Benefit Rate Sheet Changes in 2023
This spreadsheet contains two sections: one with contractual VA product changes, the other a version of our rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…
Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2023
This spreadsheet commences our 2023 coverage of variable annuity rate sheet updates that involve noteworthy changes from the prior sheet as well as new benefit launches and closures; so far this year we have seen...
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...
Initial Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022
This table contains our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists nine riders…
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 Benefit Rate Sheet Changes in 2021
This spreadsheet concludes our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 76 entries…
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021
This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…
Update: Notable VA Benefit Rate Sheet Changes in 2021
This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 66 entries…