Research & Reports
Concluding Our Coverage of Managed-Volatility Portfolios for 2021
With this report we will wrap up our coverage of trends in variable managed-volatility portfolios for 2021, based on data we compiled from regulatory filings…
Some Thoughts on Guardian’s New Fixed-Indexed Annuity
Last week we published a report that covered recent developments and trends in fixed indexed annuities (FIAs), not realizing that an important piece of news was about to hit, namely Guardian Life’s introduction of its...
An Outlook on the Fixed-Indexed Annuity Market for 2022
Last year, we started commenting more often on fixed-indexed annuities (FIAs), and we plan to build on those efforts this year. In the process we will try to put matters in perspective with broader trends...
Update: Notable VA Benefit Rate Sheet Changes in 2021
This spreadsheet concludes our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 76 entries…
An Update on VA Rate Sheet Trends from 2021 Into this Year
It is high time we provided our readers with fresh coverage of guaranteed living benefit (GLB) rate sheet trends, as we got in the habit of providing commentary on them last year. In this report...
Reviewing Variable Insurance Fund Filings from February, 2022
Last month we saw the continuation of two trends in the variable insurance funds that are gaining in momentum: the introduction of new defined outcome portfolios and the reworking of existing portfolios to incorporate environmental,...
Q4 Notes on Jackson Financial – and Recent Product Filings
This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...
Q4 Earnings Review – Annuity Insurers Finished 2021 on a Strong Note
After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...
Reviewing Variable Insurance Fund Filings from January, 2022
In terms of variable fund filing activity, the New Year started on a strong note, as we saw some interesting new registrations, numerous managerial changes, and consolidations of insurers’ sub-account platforms in January…
