Research & Reports

This report will be another installment in our periodic coverage of product change and rate sheet activity related to traditional variable annuities and registered index-linked annuities (RILAs)…

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Not long ago, LIMRA released preliminary annuity industry sales numbers for the third quarter, which indicated that we are on pace to set a new annual record; moreover, we think the data revealed some interesting...

We took a thorough look through the annuity filing pipeline and discovered we are overdue for an update, so in this commentary we will touch on some registrations of registered index-linked annuities (RILAs) from insurers...

Usually in September variable fund filing activity is relatively moderate, but this time it picked up, as we saw an assortment of moves: a new registration, the planned replacement of a large number of funds...

We have just finished the first two weeks of the fourth quarter, therefore we think it’s a good time to take a quick look back at the prior quarter, make note of some recent product...

In this report we’ll get caught up with the latest developments in registered index-linked annuities (RILAs) as that side of the market has been a very lively one this year, to say the least…

In August we identified no new variable portfolio registrations, as is usual for the summertime, but we did see a good amount of filing activity related to new share classes, sub-advisory adjustments and defined outcome...

In this report we’ll share some of our thoughts on final second quarter annuity sales numbers – as LIMRA released them not long ago – and also have some commentary on happenings from the annuity...