Research & Reports
Q3 Commentary Part II – Risks, Returns are Main Themes in VA Insurers’ Reports
In wrapping up our third quarter reporting on selected variable annuity insurers, we’ll say that it seems clear that for now, investors are still reluctant to purchase VAs during troubling market conditions such as the...
Our Q3 Commentary Part I – Variable Annuity Insurers Face a Difficult Time
This is the first installment of our third quarter commentary on variable annuity results for selected insurers we monitor regularly, and next week we’ll follow up on others that have not yet reported. Thus far,...
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...
VA Deposits, Net Flows in 2Q08 – A Few Bright Spots Amid Cloudy Skies
Now that Q2 earnings season has wrapped up for variable annuity insurers we usually cover, we saw that deposits and net flows of most of them dropped, however a few had increases. In this commentary...
Diverse Thoughts on Directions in the VA Industry, Topics to Keep Tabs On
Second-quarter earnings season for insurers is just getting underway and we’re quite curious to see how variable annuity sales and flows held up for the leading companies, given the many stressors – from without and...
As Went the Market, So Went the Industry – VA Results of Public Insurers in 1Q08
Based on first quarter variable annuity sales of public insurers we track regularly – and some early estimates of how the industry fared – the first quarter of 2008 was a period where industry deposits...
Sketching Out Issues in the VA Space – in Anticipation of 1Q08 Sales
As we post this report, the insurance sector is entering earnings season and we’re looking forward to listening in on the conference calls because they always contain good nuggets of information about the variable annuity...
Market Volatility Persists, Impacting Public Insurers’ VA Results in 4Q07
Usually at the end of each year variable annuity sales rebound from the slow period of the summer, however the fourth quarter of 2007 contained a mixture of good and bad for the public insurers...