Research & Reports

A number of leading variable annuity insurers have started to take more drastic steps to trim their risk profiles, cut costs and otherwise regroup during this difficult period, and we expect more activity of this...

The variable annuity living benefits arms race is certainly dying down in most quarters, however we think the most common feature being sold, the Guaranteed Lifetime Withdrawal Benefit (GLWB), will remain important in the scheme...

Just as we were this time last year, we’re very curious about the performance of the variable annuity business in the first quarter – especially given the kind of difficult market conditions we’re in –...

We’ve said this in past reports often enough, that February is always the most active time of year for filings of variable insurance funds, as insurers and asset managers take the month to get the...

We have a feeling this spring will be a busy one for the variable annuity business because in addition to submitting annual prospectus updates, most insurers will be looking to adjust their contract and benefit...

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...