Research & Reports

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2022. The table lists nine riders…

This table contains our final update on new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers 13 contracts…

This spreadsheet continues our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; this sheet contains over 100 entries, the...

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the second quarter; at quarter’s end we counted 27 portfolios in operation, which held $6.3 billion in assets…

This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of eight new registrations that have been filed in 2022…

This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter; during the quarter the number of portfolios in our coverage again increased greatly due to new ones commencing operations. At quarter’s...

This table contains our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists nine riders…

This table updates our coverage of new variable annuity contracts registered with the SEC so far this year and contains summaries of 15 products, inclusive of New York-specific versions…

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios through the first quarter of 2022. By our count, at quarter’s end there were 197 such portfolios in operation; assets fell by nearly 9% from...