Research & Reports

Even though registered index-linked annuities (RILAs) have been stealing the spotlight of late – not to mention market share – that doesn’t mean that insurers haven’t been working on more traditional annuity concepts. In this...

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...

We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...

In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...

In our view, two types of annuities are most in demand at the moment, namely registered index-linked annuities and variable annuities for fee-based advisers. Regarding the latter, we believe they are being built to address...

Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…

In June we were surprised to see a bumper crop of variable fund registrations, nearly all of them defined outcome portfolios, which have protective features found on registered index-linked annuities (RILAs). This yet more evidence...

This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...

This report will cover noteworthy variable insurance fund developments from the months of July and August. We usually see light filing activity during the summer, but this time around it was pretty lively, with multiple...