Research & Reports
Reviewing Variable Insurance Fund Filings from February, 2020
February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few...
Covering a New GLWB – and Recent Benefit Rate Sheet Updates
In this report we’ll provide thoughts on a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) scheduled to launch during the May prospectus update season, and notable changes to existing riders we discovered in benefit...
Stock-Traded Insurers’ VA Sales in 4Q19 Reflected the Industry’s Rise
Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...
Reviewing Variable Insurance Fund Filings from January, 2020
In January multiple new variable insurance funds were filed with the SEC – including an ESG offering – while the most noteworthy changes to existing funds, in our view, involved sub-advisory replacements and proposed liquidations...
Update: Notable VA Product Changes in 2019
This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred in 2019; it contains 107 entries…
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019
This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2019 and contains summaries of 29 riders (inclusive of New York versions)…
Update: Summaries of New VA Contracts Filed With the SEC in 2019
This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 34 new host contracts…
Wrapping Up Coverage of Variable Annuity Product Filings from 2019
This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...
Notes on Interesting New Variable Annuities Filed in Early 2020
This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...