Research & Reports
Update: Notable VA and Benefit Rate Sheet Changes in 2023
This spreadsheet contains two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs); it is an update of a sheet we published...
Another Update on VA Product Changes and Benefit Rate Sheets
This report will be another installment in our periodic coverage of product change and rate sheet activity related to traditional variable annuities and registered index-linked annuities (RILAs)…
Some Thoughts After Perusing Q3 Preliminary Sales Numbers
Not long ago, LIMRA released preliminary annuity industry sales numbers for the third quarter, which indicated that we are on pace to set a new annual record; moreover, we think the data revealed some interesting...
A Filing Assortment: New RILAs, Rate Sheet Changes and More
We took a thorough look through the annuity filing pipeline and discovered we are overdue for an update, so in this commentary we will touch on some registrations of registered index-linked annuities (RILAs) from insurers...
Scattered Thoughts on the Annuity Business in Early Q4
We have just finished the first two weeks of the fourth quarter, therefore we think it’s a good time to take a quick look back at the prior quarter, make note of some recent product...
An Update on the Registered Index-Linked Annuity Market
In this report we’ll get caught up with the latest developments in registered index-linked annuities (RILAs) as that side of the market has been a very lively one this year, to say the least…
More Thoughts on Sales Trends – and Notes on Product Filings
In this report we’ll share some of our thoughts on final second quarter annuity sales numbers – as LIMRA released them not long ago – and also have some commentary on happenings from the annuity...
A Random Discussion of Various Annuity Market Themes
At present we are in a reflective mood, given that earnings season for insurance companies has concluded and we are waiting for LIMRA to release final sales numbers for the second quarter. This is not...
Notes on 2Q23 Results of Selected Stock-Traded Annuity Insurers
In this, our quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...