Research & Reports
Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17
As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...
An Update Regarding Recent Variable Annuity Product Filings
In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…
As Expected – Lincoln National Files New Structured Variable Annuity
Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…
Some Random Thoughts Regarding Trends in VA Contract Design
With this report we’ll conclude our coverage of variable annuity contracts registered last year and provide some thoughts on current directions in product design…
More Notes on VA Product Filings – and a Few Clarifications
In this report we’ll cover recent competitive tweaks insurers are making to their annuity product offerings, including new registrations and benefit enhancements, and we’ll also have some follow-up comments regarding last week’s report…
On an Interesting Move by Transamerica – and Other Thoughts
The New Year is now well underway, however we can’t say we’ve seen a great deal of noteworthy variable product filings yet, with the exception of changes Transamerica made to certain guaranteed living benefit rate...
Reviewing Variable Insurance Fund Filings from December, 2017
This commentary contains our regular coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in December, and most filing activity centered around changes to existing funds…
Notes on Variable Annuity Filings That Came Through Late in 2017
In this first commentary of the New Year we’ll discuss some variable annuity product filings submitted to the SEC over the last days of 2017, which, in our view, reflected the kind of contracts and...
Our Customary Look Back on the Variable Annuity Industry In 2017
As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…
