Research & Reports
Update: Summaries of New VA Contracts Filed in 2009
This grid, an update of one we last published in October, contains summaries of 55 variable annuity contracts (not including certain individual share class options) initially registered with the SEC in 2009…
Update: Notable VA Product Changes, 2009
This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred this year…
Update: Summaries of Selected VA Guaranteed Minimum Income Benefits
This table, with summaries of 19 variable annuity Guaranteed Minimum Income Benefits (GMIBs) from around the industry, is an update of a grid we put out on February 9…most of the riders mentioned in it...
Update: Summaries of Contingent Annuity Contracts
This table contains summaries of contingent annuity contracts, which are products built to wrap living benefits around retail mutual funds and brokerage accounts, dating to when the first ones were filed, back in 2006…
Update: Summaries of New VA Contracts Filed in 2008
This is our final update of new variable annuity contracts filed with the SEC in calendar year 2008…
Update: Summaries of Selected VA Guaranteed Minimum Income Benefits
This table updates our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs)…
Update: Summaries of VA Lifetime Withdrawal Benefits Filed in 2008
This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2008…
Update: Summaries of Selected VA Guaranteed Minimum Income Benefits
This table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still available for sale…
Update: Summaries of New VA Lifetime Withdrawal Benefits Filed in 2007
This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2007…
