Research & Reports
Reviewing Recent Pre-Effective Amendments to VA Contact Registrations
This report will provide a quick update on amendments to new variable annuity contracts registered earlier in the year – most of them designed for fee-based advisors – which should launch fairly soon…
Taking a Moment to Think About VA Benefit Values, Net Amount at Risk
In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...
Variable Annuity Sales in Q3 Were Down Again, In All Likelihood
In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...
New VA Ideas from Lincoln National – and Other Notable Filings
In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...
A Buyout Offer from Voya – and Other Activity From the VA Pipeline
Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...
More on Fee-Based VA Contracts – And Other Recent Developments
In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…
A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits
This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...
Another Interesting VA Benefit Offer – is on the Way from AXA
In this report we’ll discuss the filing by AXA Equitable of a new option that’s being extended to owners of vintage variable annuity guaranteed benefits. Unlike past offers from the company, which enticed clients to...
Some Fall Reflections – on Trends in the Variable Annuity Space
In this commentary we’ll discuss current conditions in the variable annuity business, such as which products are selling the best, and touch on details from recent product filings…