Research & Reports
Thoughts on the Business in Q2 – Based on Preliminary Sales Data
Second quarter earnings season will be wrapping up soon and next week we’ll devote these pages to our customary delving into what was revealed on insurers’ conference calls. For now we’ll provide some perspective on...
A Steady Stream of VA Product Filings – Calls for Another Update
It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...
Reviewing Variable Insurance Fund Filings from June, 2020
In June we noticed no new variable insurance fund registrations come through but did see a great deal of activity involving changes to investment platforms, such as sub-advisory replacements and adjustments to fund fees and...
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020
This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of six riders…
Update: Summaries of New VA Contracts Filed With the SEC in 2020
This table updates our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 20 new products…
An Update on New Variable Annuities and GLWBs Filed in 2020
This commentary will touch on recent activity along the variable annuity product pipeline – which admittedly has been relatively modest this year – as we have developments to share regarding new contracts and guaranteed living...
Update: Variable Insurance Volatility-Managed Portfolios
This spreadsheet commences our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the first quarter there were 208 such portfolios in operation, containing $244 billion in assets…
An Update on Variable Managed-Volatility Portfolios Through 1Q20
We admit we are a little late in providing our coverage of variable managed-volatility portfolios for the first quarter – and we are sorry for the delay. This commentary will contain highlights from the data...
New Coverage: Notable VA Benefit Rate Sheet Changes in 2020
This new spreadsheet contains a list of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 78 entries…