Research & Reports
Jackson National Files New Variable Annuity for Fee-Based Advisors
This week we’ll discuss a new variable annuity filed by Jackson National designed to be sold through fee-based advisors, which may be an indication that new Department of Labor fiduciary rules – set to come...
Puzzling Out Meanings Within Recent VA Contract and Rider Filings
In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…
Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On
As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....
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...
