Research & Reports
Jackson to Suspend Death Benefit Sales, Pru Proceeds with IOVA
It’s been sort of slow going in the variable annuity product pipeline of late, however last week we saw a few interesting developments come through from Jackson National and Prudential: the former will be trimming...
Concerning VA Lifetime Withdrawal Benefits in the Current Environment
In this commentary we’ll discuss recent trends in variable annuity guaranteed lifetime withdrawal benefits (GLWBs), which are still a main driver of industry sales even though most major players have cut back on the generosity...
Assorted Happenings – Regarding Variable Products, Benefits, Funds
In this commentary we’ll cover some interesting variable product filings from recent weeks that we think are indicative of where insurers are headed with their designs. We’ll also share some brief thoughts about trends in...
Talking Product – Changes, New Entries on the Variable Annuity Scene
We’ve seen an interesting mixture of product initiatives on the part of variable annuity insurers in recent weeks, which we will share with you in this commentary. Most of these moves had a de-risking quality...
It Looks Like for Most Insurers, VA Sales Were Down Again in 4Q13
We reviewed fourth quarter earnings results for selected publicly-traded insurers we track regularly and came to the conclusion that variable annuity industry deposits dropped for the quarter and the year as a whole. We think...
Reviewing Variable Insurance Fund Filings from January, 2014
During the month of January we saw a large number of new variable insurance portfolios registered with the SEC, as well as plenty of interesting changes to existing funds and platforms. It came as no...
Looking Ahead – to 4Q13 Variable Annuity Business Results
Fourth quarter earnings season for publicly-traded annuity insurers is close upon us, and we expect that most companies will report fairly decent earnings performance for the time period, given that the stock market finished on...
A Brief VA Contract and Benefit Update – On What’s Coming to Market
At this point in the year we don't tend to see many new variable annuity product filings because insurers are gearing up for changes they have in store for the May prospectus update season. Even...
Reviewing Variable Insurance Fund Filings from November and December, 2013
With this report we will get caught up with noteworthy variable insurance filings from the last two months of 2013. There were quite a few interesting developments during that time, particularly related to volatility-control funds…
