Research & Reports

Second-quarter earnings season for insurers is just getting underway and we’re quite curious to see how variable annuity sales and flows held up for the leading companies, given the many stressors – from without and...

Recently, in compiling information and data for our reports we’ve been sorting through many regulatory filings, and will continue to do so of course, but this week we’re going to pause a bit from those...

A significant number of variable annuity contracts and benefits will be rolling out over the next few months, and as we monitor the goings on, we’ll be watching to see whether new product ideas will...

This report picks up where we left off last week in our monitoring of second-quarter variable annuity sales results for the publicly-traded insurers we track regularly. We found it significant that VA deposits increased for...

In getting started with the New Year, we’ll comment on a growing tendency for insurers to trim the number of sub-account options and features on their variable annuities in order to make them simpler for...

The third quarter was a mixed bag for the nine major public variable insurers we regularly track, as all saw sales levels fall sequentially, but apparently these companies don’t feel the results were troubling and...

In our last report we discussed how insurers are building fee reductions into their variable annuities, which we think is good for the industry in that it may help counter some negative perceptions. This week,...

Lately insurers have started to introduce greater choice in variable annuity expense structures, probably due to the ongoing criticism of product fees by regulators, press and other observers, coupled with a sincere desire to provide...

While our primary concentration is on the variable insurance business, from time to time we will reflect on the equity-indexed annuity, or EIA, and now is a good time to do so. There are a...