Research & Reports

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...

For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…

Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…

Variable annuity filing activity tends to slow down during the summer, however this year we expect things to be a bit different. A good number of insurers have not weighed in with certain in-favor products,...

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...

Second quarter earnings season will be wrapping up soon and next week we’ll devote these pages to our customary delving into what was revealed on insurers’ conference calls. For now we’ll provide some perspective on...