
Research & Reports
Notable VA and Benefit Rate Sheet Changes in 2025
This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...
An Update on VA Product Changes and Benefit Rate Sheets
This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…
Reviewing Variable Insurance Fund Filings from March, 2025
For the month of March, we have much to report concerning variable insurance portfolios, as there were a number of interesting registrations along with a great deal of managerial changes on insurers’ platforms…
Update: Variable ESG Portfolios
This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...
Discussing RILA Filings of Early 2025 – and Related Things
Around this time last year, we published an issue of this report covering registered index-linked annuities (RILAs) filed in the first few months, and this time we need to do so again, as new products...
An Update on Variable Defined Outcome Portfolios Through 4Q24
Through last fourth quarter, the number of variable defined outcome portfolios in operation stayed steady, but assets under management in them increased; in this report we will conclude our coverage of these portfolios for 2024…
Update: Variable Defined Outcome Portfolios
This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…
Reviewing Variable Insurance Fund Filings from February, 2025
In February, we saw fewer new variable portfolio registrations than we were used to in past years, but there were a few. There was much more activity in terms of manager replacements and other changes...
Various Thoughts on Annuity Industry Sales Trends from 2024
LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…