Research & Reports
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter; during the quarter the number of portfolios in our coverage again increased greatly due to new ones commencing operations. At quarter’s...
An Update on Variable Defined Outcome Portfolios Through 2Q22
The number of variable defined outcome portfolios in operation has increased greatly this year, as well as their assets under management, thus we view this investment type as one to watch in the quarters ahead....
Initial Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022
This table contains our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists nine riders…
Update: Summaries of New VA Contracts Registered With the SEC in 2022
This table updates our coverage of new variable annuity contracts registered with the SEC so far this year and contains summaries of 15 products, inclusive of New York-specific versions…
More Notes on VA Contract and Rider Filings, and Related Issues
This brief report will follow up on our coverage of activity along the variable annuity product pipeline and get our readers caught up with new contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the...
Reviewing Variable Insurance Fund Filings from August, 2022
During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…
Catching Up With Filings of Contracts, Benefits, Notable Changes
In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…
On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust
As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...
Random Thoughts About Current Conditions in the Industry
Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...