Research & Reports
Income Considerations – That Will Affect Annuity Products in the Future
This commentary will be a brief reflection on recent developments regarding the income-taking aspects of annuities that we think our subscribers should monitor – as it’s not clear to us yet how much of an...
Random Reflections from the LIMRA/LOMA/SOA Retirement Conference
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,...
Brief Thoughts on 2014 Annuity Sales – and the Future of the Business
We reviewed fourth quarter and full-year 2014 annuity industry sales and they came out pretty much as we expected they would – variable annuity production was down but fixed annuities, led by those of the...
Several Insurers Filed New VA Contracts That Will Debut Later This Year
Last week a few insurers registered new variable annuity contracts that won’t launch until several months from now – and some of their key elements not yet fully fleshed out – so in this commentary...
VA Sales in 2014 Were Slow Again, Reflecting a Retooling Environment
Each year we devote the last commentary of December to taking a quick look back at the past year in the variable annuity business, and we’ll do so again this time, and also make some...
Sizing Up the Playing Field – More Thoughts on 3Q14 Industry Sales
In this commentary we’ll provide more of our observations on annuity sales in the third quarter, and consider the competitive landscape as we enter the holiday season…
An Update on VA Industry Filing Activity at the Start of December
Activity along the variable annuity product pipeline has been somewhat slow of late, reflecting the fact that most insurers are retooling their offerings – and yet recently we’ve noticed a company, MetLife, file new guaranteed...
A New In-Plan VA Contract From Prudential – And Other Recent Filings
In this report we’ll pick up from last week’s coverage of variable product filings from recent weeks, and this time we’ll touch on a new contract coming from Prudential Financial intended for employer-sponsored retirement plans…
New Lincoln National Contracts – and Other VA Product Filing News
In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...