Research & Reports
Evaluating Some Recent Developments in VA Share Classes, Riders
In starting to write this commentary it was our intention to focus on trends in variable annuity contracts, however, after digging into recent regulatory filings, we unearthed noteworthy things occurring with benefit riders that we...
Varied Changes – Coming Soon to Variable Annuity Contracts, Benefits
We continue to see interesting adjustments and enhancements being introduced to variable annuity products, which we think shows that there are still stiff winds of competition around the industry, however muted from the arms race...
Rising Markets, Benefit Riders Helped Spur VA Sales During 4Q10
After reviewing fourth quarter variable annuity sales results of stock-traded insurers in our regular coverage group, we strongly suspect that the industry fared well during that time period as well. What remains to be seen...
Some Variable Annuity Benefits, Contracts Scheduled to Roll Out in May
Over the past few months variable annuity insurers have been filing products that will debut during the May prospectus update season, and in this commentary we’ll touch on some we think are noteworthy…
Getting Started – What’s in the VA Product Pipeline for Early 2011
Already some interesting competitive moves are being unveiled around the variable annuity business for the first half of the New Year, both of a “de-risking” nature or otherwise. What we are not sure about is...
2010 – For the Variable Annuity Industry, a Time of Renewed Risk Taking
It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...
Reviewing Variable Insurance Fund Filings from November, 2010
During November, the rate of variable fund filings is usually rather slow, and the same pattern held true this year. We noticed no new registrations during the month. Insurers appeared to be tidying up their...
Mixed Messages – Can VA Insurers Hope for a Strong Showing in Q4?
We have a somewhat positive outlook for variable annuity industry sales in the fourth quarter, even though things tend to slow down during that time period, there has not been a great deal of product...
An Agreeable Summer – Insurers Post Respectable VA Sales in Q3
As is our custom, we delved into the variable annuity business results of 10 stock-traded insurers we track, and, overall, came away with a pretty positive impression about the third quarter. We say this even...
