Research & Reports

Variable annuity industry sales were better than expected in the first quarter of this year and we suspect that if conditions continue to improve over the rest of 2018, insurers will feel more comfortable to...

In this report we’ll cover noteworthy variable annuity filings of recent weeks: another benefit exchange offer from Ohio National that looks much like one we wrote about last year, some guaranteed lifetime withdrawal benefit changes...

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…

As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...

In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…

Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…

With this report we’ll conclude our coverage of variable annuity contracts registered last year and provide some thoughts on current directions in product design…

In this report we’ll cover recent competitive tweaks insurers are making to their annuity product offerings, including new registrations and benefit enhancements, and we’ll also have some follow-up comments regarding last week’s report…

In this first commentary of the New Year we’ll discuss some variable annuity product filings submitted to the SEC over the last days of 2017, which, in our view, reflected the kind of contracts and...