Research & Reports

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

In this report we’ll get caught up with variable annuity product filings from the past few months that we found interesting. In the batch we saw multiple instances where insurers sought to add rate sheet...

This report will cover a few interesting new product filings we’ve seen of late from around the industry, including the registration of a new structured annuity…

In this commentary we’ll cover a topic we haven’t visited for a while: structured annuities, as a few new ones were filed with the SEC recently, some of them updates to existing contracts. We’ll also...

Last week we attended the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference held in Washington, D.C., and in this commentary, as we have done in the past, we won’t try to completely recap the event,...

To date, only a few insurers have come out with structured annuities, which contain a basket of index-linked options with buffers to protect investors against a set percentage of losses. That’s why we were somewhat...

Last week we shared a rumor that a few insurers were planning to come out with renditions of AXA Equitable’s Structured Capital Strategies, a hybrid index/variable annuity, and said we had not seen a filing...