Research & Reports
Another Update – on Recent Variable Annuity Product Filings
In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...
Reviewing Variable Insurance Fund Filings from July, 2018
In July variable insurance fund filing activity was fairly vigorous, which is not usual for the time of year. We noticed heightened amounts of sub-advisory replacements and fee adjustments, which we’ll cover in this report…
Reviewing Variable Insurance Fund Filings from June, 2018
Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations…
An Update on Variable Managed-Volatility Portfolios Through 1Q18
In this report we’ll update our tracking of variable insurance managed-volatility portfolios, referencing asset and other data for the first quarter of this year. We will also point out a few ways we have added...
Reviewing Variable Insurance Fund Filings from May, 2018
On the variable insurance fund front, this May was distinguished by a fairly large amount of new registrations, which is not typical of that month. We also saw a good amount of change activity…
Change is in the Air: from Ohio National, American General, Lincoln
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...
Reviewing Variable Insurance Fund Filings from April, 2018
This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity…
More on New VA Lifetime Withdrawal Benefits – and Other Product Notes
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…
New GLWB from Midland National Blends FIA Features into a VA
Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was...
