Research & Reports
Taking Inventory of Relevant VA Industry Themes Through 3Q09
Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...
Where Annuity Products Might Be Headed, Given the Current Environment
We hear there is a feeling around the industry that, due to the impact of the tumultuous markets, annuity insurers are “looking for the next business model” and are re-appraising their contracts, underlying funds, distribution...
An Up-and-Coming Product Line – VAs for Defined Contribution Plans, Rollovers
As more Baby Boomers reach retirement age, financial services firms will be competing over who will manage the trillions of dollars these folks have socked away in their defined contribution (DC) plans. We anticipate a...
Summertime in the Variable Annuity Business – Not as Slow as You Think
Recently, in compiling information and data for our reports we’ve been sorting through many regulatory filings, and will continue to do so of course, but this week we’re going to pause a bit from those...
Reflecting on the Year Almost Past: 2006 in the Variable Annuity Business
As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...
The Latest News on Variable Annuities in Defined Contribution Plans
In this commentary we’re going to quickly give our perspective on news and developments related to variable annuities and defined contribution (DC) plans, especially 401(k)s, since many insurers perceive these programs to be a possible...
Beyond Product – Insurers Work to Become Retirement Planners, Aggregators
There’s little doubt that success in the variable annuity marketplace over the years has been largely dictated by product and distribution strength, competition depending on what’s currently in favor, whether it be the latest VA...
Assessing Windows of Opportunity for Variable Annuities in Qualified Plans
One topic we plan to tune into regularly in our reports is the use of variable annuities in qualified plans, a practice that has its critics, yet quite a few industry observers think this section...
VA Contract Trends – More Immediate Income Products on the Horizon
This year we haven’t seen as many new variable annuity contracts being registered as in the past, a fact we think reflects current conditions like the consolidation of market share, the competition around benefit features...