Research & Reports

It’s our feeling that these days, most variable annuity insurers are in a “reactive mode” in that few are making truly bold moves with their products; rather they are content to make modifications and enhancements...

It’s once again time for us to provide our monthly update on filings of variable insurance funds, and our first observation is that in August there were few new registrations, but we’re used to seeing...

The weather has gotten cooler, football season has commenced, and families are back from vacation, all these things serving to remind us that we are coming to the end of the third quarter. In this...

This report contains our usual highlights of variable insurance portfolio filings from the prior month, but we’ll also spend a little time considering investment platform trends around the industry, which have a strong connection to...

This edition of the report is our regular commentary on variable insurance fund filings from the prior month, and during June the most frequent activity we saw involved change, whether through mergers, sub-advisory replacements, new...

Judging by new variable annuities we’ve seen registered with the SEC this year, we get the impression that a good number of them were built to meet very specific needs and issues of distributors. It...

Compared to recent months there was a heightened amount of variable fund filing during May. We didn’t find this surprising, because we figure that as long as guaranteed living benefits are the lead story for...

There’s little doubt variable annuity insurers are carefully monitoring their benefit risk levels, leading them to come out with new Guaranteed Lifetime Withdrawal Benefits (GLWBs) with elements that will make adjustments to ward off the...

During the month of April most variable insurance fund filings with the SEC were routine prospectus updates, and we didn’t identify a great many substantive changes and adjustments, but in this report we’ll share with...