Research & Reports

Last year at this time we published a commentary with our reflections on how the variable annuity industry performed in 2006, based on what we knew at that point, and made some suggestions as to...

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...

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...

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...

This report picks up where we left off last week in our monitoring of second-quarter variable annuity sales results for the publicly-traded insurers we track regularly. We found it significant that VA deposits increased for...

Each quarter, when we review variable annuity deposit and net flow results of publicly-traded insurers, we’re also trying to get some idea as to how the industry as a whole might be doing. We’ve performed...

During the summer the rate of new features, tweaks and modifications to variable annuities tends to slow down, but the past couple of months have contained enough meaningful filings to keep us quite occupied, and...

Since the topic has been on the minds of our contacts and colleagues, in this report we’re going explore the topic of variable annuity net flows, a measurement somewhat controversial when introduced to the industry...

After reviewing variable fund filings from the month of May we found, as usual, interesting new registrations plus numerous changes and adjustments to fees and expenses, sub-advisors and other matters. Of particular note were some...