Research & Reports

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…

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....

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…

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...

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...

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...

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...

Overall, we’re of the opinion that second quarter earnings for stock-traded insurers we watch regularly were pretty strong, and for all of them, variable annuity sales went up sequentially, thus we suspect the industry experienced...

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…