Research & Reports

Lately we’ve started to cover fixed-index annuities (FIAs) more closely, and in so doing noticed that part of the market has been quite active in terms of product development, this despite a decline in sales...

This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...

Variable annuity filing activity tends to slow down during the summer, however this year we expect things to be a bit different. A good number of insurers have not weighed in with certain in-favor products,...

At present, variable annuity insurers who want to be at the top of the sales leaderboard must pull off a bit of a balancing act in our view: they must sell guaranteed living benefits (GLBs)...

This table commences our coverage of new variable annuity contracts filed with the SEC in 2021 and contains summaries of 13 new host contracts…

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

This year we intend on providing our subscribers with more in-depth coverage of registered index-linked annuities (RILAs), firstly because we expect their sales to continue outpacing all other annuity types, secondly because we think insurers...