Research & Reports

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience…

As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...

After reviewing earnings calls of stock-traded insurance companies we cover regularly, we came away with the impression that for of them, variable annuity results were lackluster, although there were a few instances of modest improvement…

As we suspected, some stock-traded insurance companies we cover regularly garnered increases in variable annuity sales sequentially, which we attribute partly to seasonality – since the second quarter is usually a strong one for the...

The focus of this report will be on variable annuity guaranteed benefit buyouts from Voya Financial and Zurich American Life that have either already launched or will be coming out soon – and both resemble...

Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...

After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...

In this commentary we’ll discuss Hartford’s plan to replace a large number of funds in its variable annuity contracts, and the controversy it has generated. We’ll also endeavor to put the proposed move in context...