Research & Reports
The U.S. Annuity Business In 2022 – Looking at a New Sales Record
In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...
Reviewing Variable Insurance Fund Filings from November, 2022
In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...
Update: Covering New RILA Registrations, and Other Developments
Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...
Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3
This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...
Reviewing Variable Insurance Fund Filings from October, 2022
This report contains our coverage of noteworthy variable fund filings from October – during the month we saw several new registrations along with the usual run of changes to investment platforms. As has been the...
Update: Notable VA Benefit Rate Sheet Changes in 2022
This spreadsheet continues our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; this sheet contains over 100 entries, the...
VA Insurers Keep Making Enhancements Through Rate Sheet Updates
This year one of our goals was to keep a close eye on guaranteed living benefit (GLB) rate sheet changes, because we thought they would provide great clues as to how product competition would shake...
Thoughts on Rates, RILAs – and Related Considerations
Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...
Update: Variable ESG Portfolios
This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the second quarter; at quarter’s end we counted 27 portfolios in operation, which held $6.3 billion in assets…
