Research & Reports
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...
Reviewing Variable Insurance Fund Filings from September and October, 2019
In this commentary we’ll get caught up with two months’ worth of noteworthy variable insurance fund filing activity. During that time there were quite a few interesting developments, and new registrations...
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019
This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 24 riders (inclusive of New York versions)…
An Update on New VA Lifetime Withdrawal Benefits Filed in 2019
In this report we’ll provide an update on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as we’ve seen a few come through recently – some on new contracts...
Update: Summaries of New VA Contracts Filed With the SEC in 2019
This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 26 new products…
Another Update – on New Variable and Structured Annuity Filings
Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...
Update: Variable Insurance Volatility-Managed Portfolios
This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for second quarter 2019. By our count, at the end of the quarter there were 210 such portfolios in operation, containing over $278 billion in...