Research & Reports

This table initiates our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) currently for sale in the industry…

This year might be winding down, but in the variable annuity space we are still encountering registrations of new living benefits and enhancements to existing ones, although a good portion of them won’t actually roll...

After conducting our usual compilation and review of variable fund-related filings, for October we identified 12 new registrations, most of them funds-of-funds (F-of-Fs), and in this report we’ll review them and also comment on interesting...

After reviewing third-quarter variable annuity deposits and net flows for the group of major publicly-traded insurers we regularly track, we found most of them endured at least a slight decrease in deposits compared to the...

Based on our continual reading of regulatory filings, we see evidence that insurers are exercising ever more care in crafting the fees and expenses they charge on variable annuity contracts and riders, and we think...

We honestly look forward to each quarterly earnings season for publicly-traded insurers, because the statistical reports and conference calls always contain plenty of useful information on variable product sales. In this report we’re going to...

Needless to say, there’s been an abundance of new guaranteed living benefits coming out this year however this week we’re shifting our focus to check back in on new variable annuity contract registrations, something we...

It’s time again for us to catch up on what’s been happening with variable annuity lifetime withdrawal benefits because there have been numerous new filings lately, as well as a few developments from elsewhere in...

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...