Research & Reports
Recent VA Rate Sheet Updates – and Another Benefit Buyout Offer
In this report we’ll cover notable developments of recent weeks that occurred on the variable annuity scene: rate sheet updates from two major insurers, both of which took effect today, and a new benefit buyback...
Covering an Assortment of VA and FIA Product Developments
Despite the market turmoil and social upheaval, we have no shortage of things to cover this week regarding the annuity scene: lately there have been a number of new variable annuity registrations, new guaranteed benefit...
Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop
First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....
Reviewing Variable Insurance Fund Filings from April, 2020
In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis…
New Coverage: Notable VA Product Changes in 2020
This spreadsheet contains our initial coverage of noteworthy variable annuity product changes that occurred so far in 2020; it contains 37 entries…
A Quick Overview of VA Product Changes and Rate Sheet Updates
The month of May is a time when insurers file annual updates to their variable annuity and fund prospectuses, and, admittedly, many filings have been coming through of late – more than enough to keep...
Regarding Equitable – its VA Business and Near-Term Prospects
As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....
Another Roundup – of VA Product Moves From Recent Filings
Thanks to the COVID-19 crisis we’ve had ample time to hunker down and monitor the variable annuity filing pipeline and in this report we’ll discuss some interesting developments we found, ranging from new registrations, notable...
Reviewing Variable Insurance Fund Filings from March, 2020
In March there’s usually less variable insurance fund filing activity compared to the prior month, which was again the case this year. However, we did see several new registrations, and there was no shortage of...