Research & Reports
Q3 Earnings Review – Most Insurers Reported Improved Annuity Sales
For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…
Reviewing Variable Insurance Fund Filings from October, 2021
Lately we’ve been reporting on how Environmental, Social, and Corporate Governance (ESG) investing is steadily becoming more prevalent in our industry, and last month that trend continued, as we saw another new ESG portfolio and...
Random Thoughts on Q3 Industry Sales, and Related Topics
Not long ago, LIMRA released preliminary third quarter annuity industry sales data that indicate in-favor products like registered index-linked annuities (RILAs) are continuing their record-breaking pace, while conditions are slowly improving for other product types....
An Update on New VA Contracts, Living Benefits and More
Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...
Reviewing Variable Insurance Fund Filings from September, 2021
Last month we saw further evidence that Environmental, Social, and Corporate Governance (ESG) portfolios are migrating into the variable fund space, as a new one was filed with the SEC, and several existing portfolios modified...
Notes on Recently-Launched Annuities – and Others on the Way
Even though registered index-linked annuities (RILAs) have been stealing the spotlight of late – not to mention market share – that doesn’t mean that insurers haven’t been working on more traditional annuity concepts. In this...
Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021
This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2021. It covers 15 contracts, not including instances where a product was refiled…
On a New York RILA from Allianz Life – and a MetLife Buyout
In this report we’ll cover the registration of a new registered index-linked annuity (RILA) from Allianz built for sale in New York, as well as a guaranteed living benefit (GLB) buyback program filed recently by...
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021
This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…