Research & Reports
Reviewing Next-Generation VAs Registered by Jackson National
In this report we’ll cover several new variable annuities filed late last year by Jackson National which are updates to existing products; all of them will include new guaranteed death and living benefits and various...
Our Year-End Review of How the VA Industry Performed In 2018
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...
Various Thoughts – on Variable Annuity Sales and Industry News
In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this...
Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry
Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry...
An Outlook on 3Q18 Sales – and Notes on Recent Product Filings
As third quarter earnings season is well underway, in this commentary we’ll provide a few forward-looking thoughts on how the variable annuity industry may have performed during that time period – we’ll follow up with...
Reviewing Notable VA Industry Filings from the Month of October
In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…
Digging into Some Noteworthy Variable Annuity Product Filings
In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them…
Reflecting on Ohio National’s Decision to Depart the Annuity Business
It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean...
Reviewing Variable Insurance Fund Filings from August, 2018
August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes…
