Research & Reports

In this report we’ll discuss new registered index-linked annuities filed recently by Jackson National, currently the leader in variable annuity sales in the U.S., and one of the only major insurers not to offer such...

This commentary will touch on recent activity along the variable annuity product pipeline – which admittedly has been relatively modest this year – as we have developments to share regarding new contracts and guaranteed living...

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means...

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...

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...

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...

This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...

In this report we’ll get caught up with noteworthy variable annuity product developments from late last year and discuss a new guaranteed lifetime withdrawal benefit (GLWB) filed not long ago...

Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update...