Research & Reports

The third quarter is coming to a close and it was a rough one for the financial markets, to say the least. Throughout that time we’ve had informal discussions with our industry contacts as to...

Now that Q2 earnings season has wrapped up for variable annuity insurers we usually cover, we saw that deposits and net flows of most of them dropped, however a few had increases. In this commentary...

Product creation in variable insurance funds these days is greatly influenced by the need for insurers to have their sub-accounts like up with the risk management programs backing up their living benefit guarantees, thus we’re...

Based on what we’re seeing in regulatory filings and our discussions with industry contacts, the variable annuity business is steadily getting busier, and the heightened activity will surely continue straight through the May 1 prospectus...

As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...

After reviewing third-quarter variable annuity deposits and net flows for the group of major publicly-traded insurers we regularly track, we found most of them endured at least a slight decrease in deposits compared to the...

During the summer the rate of new features, tweaks and modifications to variable annuities tends to slow down, but the past couple of months have contained enough meaningful filings to keep us quite occupied, and...

We’ve made it one of our regular tasks to monitor new variable annuity contract designs being introduced, so with this report we’ll share with you our latest findings on this subject, to take stock of...

With this report we’re going to take a little time to consider what’s currently popular in variable annuity contract designs, based on our understanding of sales trends and our evaluations of new products filed this...