Research & Reports

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...

In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...

Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover...

In this commentary we’ll review a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) filed recently by Nationwide, and touch on some recent trends in rider rate sheets, which seem to point to a de-risking...

In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty...

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...