Research & Reports
Notable VA and Benefit Rate Sheet Changes in 2024
This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...
An Update on Notable VA Changes and Related Developments
In this report we’ll get started with coverage of noteworthy changes made to traditional variable annuities and registered index-linked annuities (RILAs) so far this year, along with tracking of rate sheet updates…
Thoughts on Annuity Industry Sales Trends and Tendencies
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...
On RILAs in the Pipeline and Other Variable Annuity Developments
Already this year we have devoted a few of our weekly commentaries to developments related to registered index-linked annuities (RILAs) but so much has been going on with those products of late that we need...
Notes on 4Q23 Results of Selected Stock-Traded Annuity Insurers
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...
A Word About MetLife’s Recent VA Benefit Exchange Filings
Earlier this month, MetLife filed to offer owners of vintage guaranteed minimum income benefits (GMIBs) an incentive to trade them in for a fixed annuity, a risk reduction move the likes of which we have...
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)…
Our Wrap-up of Annuity Filing Activity and Thoughts on 2023 Sales
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...
Random Notes From Annuity Product Filings of Late 2023
In this report we’ll cover an assortment of SEC filings, mostly containing changes to existing annuities, which came through towards the end of last year. Most had to do with registered index-linked annuities (RILAs), although...