Research & Reports
Hard to Determine a Clear Direction for VA Industry Sales in 2Q16
Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...
Another New Contract From Jackson – and Other Recent VA Filings
In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...
We Suspect VA Industry Sales Were Probably Down Again in 1Q16
We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…
Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On
As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....
Tendencies We Noticed – in VA Product Filings and Changes in 2015
In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…
On 2015: A Time of Shifting Realities For the Variable Annuity Business
Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...
The Deferred Income Annuity – A Product With a Hopeful Future
In this report we’ll discuss deferred income annuities (DIAs), products that, in our view, were built to provide less risky forms of guaranteed income as compared to living benefits, and to answer longstanding objections to...
Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers
We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...
Considering Themes Relevant to the VA Industry in 2Q15 – and Beyond
It seems like the year is going by very fast – the third quarter is winding down already and yet, in our view, it’s hard to forecast how the variable annuity business will finish up...
