Research & Reports
A New In-Plan VA Contract From Prudential – And Other Recent Filings
In this report we’ll pick up from last week’s coverage of variable product filings from recent weeks, and this time we’ll touch on a new contract coming from Prudential Financial intended for employer-sponsored retirement plans…
New Lincoln National Contracts – and Other VA Product Filing News
In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...
An Update on Trends in Variable Insurance Volatility-Control Portfolios
Variable insurance volatility-control portfolios continue to gather assets at a brisk pace around the industry – and not just because of the introduction of brand-new ones. In recent months a large number of existing portfolios...
Reviewing Variable Insurance Fund Filings from August, 2014
In this report we’ll cover noteworthy variable insurance fund developments from August, a month that we thought was rather busy, considering the season…
Late Summer Filings Held Yet More IOVA Products, Assorted Changes
In this report we’ll get caught up with product filings from late August – of particular note is that the batch included a number of investment-only variable annuities (IOVAs), providing further evidence that the trend...
Reviewing Variable Insurance Fund Filings from July, 2014
In July we saw an increase in variable insurance fund filing activity and some interesting new registrations, which we’ll cover in this commentary. We’ll also attempt to put some filing trends in perspective, particularly those...
MetLife Becomes Latest Insurer to File an Investment-Only VA
For a while now we had a suspicion MetLife would come out with an investment-only variable annuity, since so many of its peers have done so. As it turns out the insurer filed one not...
VA Insurers’ Profits Were Up in 2Q14 – But Sales? Perhaps by a Little
During the second quarter publicly-traded insurers we monitor regularly experienced increased profitability within their variable annuity operations, however sales for most were somewhat lackluster, as has been the case of late…
MetLife Files a New Simplified Variable Annuity – With a GMAB
In recent reports we’ve opined about how slow activity along the variable annuity product pipeline has become this summer. Yet last Friday MetLife cut through the seasonal doldrums by registering an interesting new contract with...
