Research & Reports

This report contains a brief update to our tracking of variable annuity product filing activity – which continues to be relatively slow – and a short summary of an interesting new variable and index-linked life...

In this report we’ll get caught up with variable annuity product filings from the past few months that we found interesting. In the batch we saw multiple instances where insurers sought to add rate sheet...

This report will cover noteworthy variable insurance fund filings from November – which was a fairly active month – and also briefly discuss trends in variable managed-volatility funds…

With this report we will get caught up with noteworthy variable insurance filings from the last two months of 2013. There were quite a few interesting developments during that time, particularly related to volatility-control funds…

Due to the constant stream of product changes occurring around the industry, variable annuity insurers are finding they must make adjustments much quicker than ever before, in order to respond to market conditions and moves...

As we get fully into 2013 we’re noticing that a few variable annuity insurers are getting right back into the swing of things, by touching up their product offerings and coming out with new designs…

This year has been one of rapid change, as variable annuity insurers of all sizes have sought to reduce their product-related risks in one form or another, and we’re sure that anyone looking at all...

In the past, June has been a rather slow period in terms of developments related to variable insurance portfolios. This year, however, fund filing activity picked up, and we have to think that there is...

Around the variable annuity industry some insurers are attempting to regulate their rate of business through focused initiatives, whether related to product, distribution, or both. Some are trying to deliberately slow their sales; others are...