Research & Reports
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…
A Few Thoughts on VA Spinoffs – and Notable Product News
For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...
An Update on Variable Managed-Volatility Portfolios Through 2Q21
This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...
Reviewing Variable Insurance Fund Filings from August, 2021
We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...
Summaries of New VA Contracts Registered With the SEC in 2021
This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…
The Latest – on New Variable Annuity Contract Launches
In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...
Random Thoughts on the Business, as Summer Draws to a Close
Now that we’ve reached the weekend and are, for the most part, caught up with annuity product developments, in this commentary we’ll share our thoughts on some topics we think are of most interest to...