Research & Reports

This spreadsheet is the final version of our coverage of notable variable annuity product changes in 2016; during the year we noticed a wide variety of tweaks and modifications…

This is our final update of our spreadsheet of variable insurance volatility-managed portfolios for 2016. By our count there were 212 such portfolios in operation at year end, containing $256 billion in assets…

This table is our final update to our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2016; it contains summaries of 19 riders…

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2016; it contains summaries of 45 new contracts, 26 of them “wrap” products designed for fee-based...

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $257 billion in assets…

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have included some interesting products geared to fee-based advisors that have been registered of late…

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the second quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $250 billion in assets…

This table summarizes five GMIBs that, according to our records, are still available for sale, on variable annuity contracts offered by AXA Equitable, Lincoln National and New York Life…