Research & Reports

It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...

In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…

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...

. In this report we will catch up with recent variable annuity product filings submitted to the SEC, among them a contract from Ameritas registered last week that contains a new guaranteed lifetime withdrawal benefit…

In this report we’ll run through an assortment of variable annuity product developments that are either taking place now, during the May prospectus update season, or will take effect later in the year. In our...

In this commentary we’ll cover some interesting variable product filings from recent weeks that we think are indicative of where insurers are headed with their designs. We’ll also share some brief thoughts about trends in...

Over the last few weeks of this summer we noticed an interesting mixture of variable annuity product movements, a good number scheduled to take effect during the fall, which we’ll cover in this commentary.  We...

Now that summer is winding down, we’ll take the opportunity to offer up a short reflection on where the variable annuity business stands right now and where it may be headed.  We believe that the...

The year 2012 was a time when insurers made reductions to their variable annuity products: these moves included the trimming of guarantees, fee increases, closures of contracts and riders, installation of tighter investment restrictions, cuts...