Research & Reports
Insurers are Preparing VA Product Changes for May – and Beyond
In recent SEC filings we’ve seen interesting variable annuity developments scheduled to take place either during the May prospectus update season – typically the time when insurers update or launch new products – or even...
Tendencies We Noticed – in VA Product Filings and Changes in 2015
In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…
Notes on New Variable Annuity Contracts Filed Recently With the SEC
This report will cover a number of new variable annuity contracts registered last week, which to us provide evidence that the industry product pipeline is beginning to pick up…
Reviewing Variable Insurance Fund Filings from December, 2015
In December, we noticed a few new variable fund registrations – nearly all of them fixed income offerings – plus familiar themes from prior months. In particular, there were quite a few instances of money...
VA Product Update – Covering Filings From Late Last Year, Into 2016
In this report we’ll get caught up with variable annuity product filings from the past few months that we found interesting. In the batch we saw multiple instances where insurers sought to add rate sheet...
A Rough Market Start – Does it Portend Anything for Annuities?
Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...
On 2015: A Time of Shifting Realities For the Variable Annuity Business
Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...
Some Brief Thoughts Regarding Q3 Annuity Industry Sales
Industry research firms began reporting third quarter sales not long ago, and the numbers confirmed our earlier suspicions, that variable annuity sales would fell in the quarter, while total industry output was sustained through a...
Reviewing Variable Insurance Fund Filings from October, 2015
During October we saw a number of new variable fund registrations, including a few that will feature volatility management. In this report we’ll discuss them, as well as other fund-related developments…
