Research & Reports

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...

As this week begins, we’ve been combing through variable annuity contract registrations – including ones from this year we haven’t commented on yet – and so far we’ve been finding interesting designs and approaches getting...

Right now on the variable annuity scene insurers are still making changes and adjustments at a rather brisk pace, and we expect that pattern to continue well into the summer, even though it is usually...

We hear there is a feeling around the industry that, due to the impact of the tumultuous markets, annuity insurers are “looking for the next business model” and are re-appraising their contracts, underlying funds, distribution...

First quarter earnings season concluded last week for the publicly-traded insurers we regularly monitor, and for most of them, variable annuity deposits and net flows declined, much as we expected. What surprised us were accounting...

During March, there were fewer SEC documents that came through related to variable insurance portfolios compared to the month earlier – which was very busy – so perhaps that was to be expected. Quite a...

Just as we were this time last year, we’re very curious about the performance of the variable annuity business in the first quarter – especially given the kind of difficult market conditions we’re in –...

Since the second half of last year, the variable annuity business has been in transition, and a nearly constant stream of adjustments have been made to contracts, riders, not to mention other things, these certainly...

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...