Research & Reports
Update: Variable Insurance Volatility-Managed Portfolios
This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for third quarter 2019, which includes some refinements to the data set. By our count, at the end of the quarter there were 209 such...
Reviewing Variable Insurance Fund Filings from November, 2019
This report contains our customary coverage of notable variable insurance fund filings from the prior month. During November we saw one new registration, while the most common changes were sub-advisory replacements, mergers and liquidations, as...
Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates
In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…
Update: Summaries of Structured Annuities
This table updates our coverage of structured annuities and contains summaries of 34 currently sold products and three that are still in the pipeline…
A Discussion of Recent Developments in Structured Annuities
Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update...
New Coverage: Notable VA Product Changes in 2019
This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred so far in 2019; we will provide a final version of this sheet once the year is done…
Scattered Thoughts Regarding How the Annuity Business Fared in Q3
To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...
Earnings Review: VA Insurers Sales Results Were Strong in 3Q19
As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...
An Update on Variable Annuity Product Filings from Recent Months
In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...