Research & Reports

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

Last year, we started commenting more often on fixed-indexed annuities (FIAs), and we plan to build on those efforts this year. In the process we will try to put matters in perspective with broader trends...

This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...

After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...