Research & Reports

Annuity sales for stock-traded insurers we monitor regularly went fairly well in the fourth quarter, reflecting momentum the industry sustained throughout 2023, but not all was positive: we did see a few instances where profits...

Earlier this month, MetLife filed to offer owners of vintage guaranteed minimum income benefits (GMIBs) an incentive to trade them in for a fixed annuity, a risk reduction move the likes of which we have...

The month of January contained some interesting developments on the variable fund front, including a few new registrations, the planned merger of some VIT funds into those offered by an insurer, and several large-scale rebrandings…

In this report we’ll delve into noteworthy filings from the beginning of the year involving registered index-linked annuities (RILAs), which we think provide evidence that the traction this product type generated last year will persist...

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2023. The table covers eight contracts…

This is the final 2023 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

Normally each January we wrap up our coverage of product filings from the prior year and in this commentary we will do that, and also give some context on preliminary 2023 sales numbers from LIMRA...

In December we saw a few new portfolio registrations – even a new variable trust – which will no doubt launch sometime this year. There was also a fairly good number of managerial changes and...

We have to think most annuity insurers were optimistic as last year ended, as total sales were once again at record levels. Conditions proved near perfect for the industry, as rising interest rates and stock...