
Research & Reports
Notes on 4Q24 Results of Selected Stock-Traded Annuity Insurers
Annuity sales improved this past fourth quarter for most of the publicly-traded insurers we cover regularly, as did profitability, although not all the news was positive, as some companies reported issues with declining interest rates,...
Update: Summaries of New Traditional Variable Annuities filed in 2024
This table is our final update of new traditional variable annuities filed with the SEC in 2024. The table covers six contracts…
Another Filing Update – Including Some New Registrations
It wasn’t that long ago we provided our readers with a rundown of variable annuity product filings from the start of the year, but now we feel another update is in order, as some interesting...
Reviewing Variable Insurance Fund Filings from January, 2025
In January, variable fund filing activity was slow in our view, but that’s typical, as new registrations tend to get submitted the following month in order to be ready for the May prospectus update season....
Covering Notable Variable Annuity Filings From Early 2025
Usually, this time of year we provide our readers with a digest of early-year filings related to traditional variable annuities and registered index-linked annuities (RILAs). In our view, January pipeline activity was relatively slow, perhaps...
Various Early-Year Thoughts on the Indexed Annuity Market
We were planning to weigh in with some thoughts on the indexed annuity side of the industry and, just before we were ready to publish this report, noticed that LIMRA came out with preliminary fourth...
Reviewing Variable Insurance Fund Filings from December, 2024
Variable fund filing activity was pretty substantial in December, with new registrations, new share classes and an assortment of changes. A good number of the latter are to take place this year…
Notable VA and Benefit Rate Sheet Changes in 2024
This is the final 2024 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…
Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2024
This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 17 contracts…