Research & Reports
An Update on Notable Filings from the VA Product Pipeline
Lately it seems that each week we see product filings and related developments we need to weigh in on, and we would attribute that to the kind of competitive conditions we are in, due to...
Thoughts on the Business in Q2 – Based on Preliminary Data
Earlier this week LIMRA came out with preliminary annuity industry sales data for the second quarter, and in this commentary we will give our take on the numbers and what they might portend moving forward…
Touching on Developments in RILAs and Indexed Annuities
Lately we have seen some interesting filings related to registered index-linked annuities (RILAs) which should impact competitive conditions on that side of the market and in this report we will cover them, and also touch...
Notes on 1Q23 Results of Selected Stock-Traded Annuity Insurers
Earnings season for stock-traded insurers we track ended recently so in this commentary we will provide our thoughts on annuity business results for this group. For most of them, annuity sales reflected trends in the...
Various Thoughts on Sales Trends and Product Pipeline Activity
In our view, industry sales trends of last year are continuing into this one, the upshot being that investors are still flocking to fixed annuities for their relative safety during a time of stock market...
Various Thoughts on Annuity Sales Trends, Now That Q1 is Over
Final year-end 2022 annuity sales figures from LIMRA may have been out for some time now, but we have not yet weighed in on them, so in this commentary we will share what we think...
More Fixed Annuity Thoughts on Our Minds, as the Year Begins
Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...
The U.S. Annuity Business In 2022 – Looking at a New Sales Record
In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...
Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3
This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...