Research & Reports
Reviewing Variable Insurance Fund Filings from September, 2008
In this commentary we’ll return to our regular task of covering highlights of variable insurance fund filings from the past month, and in September we saw a wide variety of modifications made to platforms –...
Making Sense of All the Movement – VA Contracts, Riders Set for Q4 Debuts
This week we’ll comment on an assortment of recent product moves within the variable annuity space, and we must say that we aren’t seeing a major slowdown in the rate of activity, as there are...
Competition, Downturns, Volatility – What’s Been on People’s Minds in Q3
The third quarter is coming to a close and it was a rough one for the financial markets, to say the least. Throughout that time we’ve had informal discussions with our industry contacts as to...
Update: Summaries of New VA Contracts Filed in 2007
This grid updates our coverage of variable annuity contracts initially registered with the SEC in 2007…
Variable Annuity Contract Notes: Checking Back in on the Newest Registrations
Over the past several weeks we’ve taken some time to pore over new variable annuity contract registrations, including those we started monitoring last year, and in this commentary we’ll discuss what we learned from that...
Reviewing Variable Insurance Fund Filings from August, 2008
This week we return to our monthly task of commenting on SEC filings related to variable insurance portfolios, and during August we noticed interesting new registrations and amendments that we believe have a direct connection...
An Update – Directions in Variable Annuity Guaranteed Living Benefit Assets
Recently we devoted some more time to sifting through insurers’ financial documents to gather data on variable annuity guaranteed living benefit account values, because we believe the data provide clues as to product priorities around...
Atypical Designs in Variable Annuity GLWBs Sold in the State of New York
Anyone who’s been around the industry for awhile knows that the state of New York does things differently than most other jurisdictions, usually placing very firm restrictions on policies and features before they are approved....
Reviewing Variable Insurance Fund Filings from July, 2008
It’s once again time for us to check in on variable insurance fund filings, a task we perform each month, and July was pretty active, as we identified 10 new registrations, with some unique offerings...