Research & Reports
NFL Game Planning: A Fitting Analogy for the Industry at the Start of 2010?
In the past, we have employed comparisons with the sporting world to describe competitive conditions in the variable annuity space, and we’re going to do so again in this, our first commentary of the New...
Reflecting on the VA Industry in 2009: A Time of Shifting Realities
It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...
“Stealing the Show” – A Select Few VA Players Excel During 3Q09
During the third quarter we saw a familiar pattern that’s emerged lately in the variable annuity business, that of a minority of insurers – those still selling the richer guaranteed benefits – posting exceptional sales,...
Checking Up on Trends in Variable Annuity GMIBs – Changing, Mixing, Matching
On the variable annuity scene, insurers are still changing their guaranteed living benefits with great alacrity in response to market conditions, albeit less aggressively than in the past, and while most of this movement is...
A Look at the Pipeline: What’s in New VA Contracts Registered This Year
One of the many ongoing tasks we have on our “to-do list” is to stay current with what’s happening in new variable annuity contracts coming to market, so in this commentary we’ll catch up with...
VA Insurers Will Pursue Studied Tactics, New Directions, During Q4
As the fourth quarter commences we get the sense that the variable annuity business is thankful for the recent appreciation in the financial markets, however there is concern over whether the recovery will persist. For...
Recent Distribution Moves – That Are Influencing VA Product, Rider Offerings
Through the second quarter of this year, there remains a lead pack of variable annuity writers still offering relatively rich living benefits, and by our reckoning, this fact contributed to their robust sales during that...
Taking Inventory of Relevant VA Industry Themes Through 3Q09
Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...
2Q09 Brought a Degree of Recovery for the Markets – and the VA Business
It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...
