Research & Reports
Update: Variable Insurance Volatility-Managed Portfolios
This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for first quarter 2019. By our count, at the end of the quarter there were 213 such portfolios in operation, containing $271 billion in assets…
Reviewing Variable Insurance Fund Filings from June, 2019
This will be a fairly long commentary because variable insurance fund filing activity picked up nicely last month – among notable developments was the filing of a newly-formed trust containing a large number of fund...
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 12 riders…
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 11 new products…
Yet More Thoughts on New VAs and Lifetime Withdrawal Benefits
This week we’ll once again weigh in on patterns we’re seeing in variable annuity product development, which will serve as an accompaniment to our updates of Featured Research tables covering new contracts and guaranteed lifetime...
Notes From the VA Contract Pipeline – And Some New Rider Filings
In this report we’ll get caught up with recent developments along the variable annuity product pipeline and touch on pre-effective amendments to new contracts that have launched or will soon, as well as some new...
Reviewing Variable Insurance Fund Filings from May, 2019
This commentary will be our customary look back at noteworthy variable insurance fund filings from the prior month. In May we did not see any new fund registrations, rather we found most activity centered around...
Random Thoughts Regarding 1Q19 Results for the VA Business
As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...
Voya Files Another Variable Annuity Benefit Buyback Program
In this report we’ll discuss a variable annuity guaranteed living benefit (GLB) buyout offer recently filed by Voya Insurance and Annuity Company that is scheduled to commence in the fall. It is the first such...