Research & Reports

We are accustomed to seeing numerous variable annuity ideas get introduced in early spring, however lately things have become slower than usual. We attribute this to insurers being a bit tentative about taking any serious...

With this report we acknowledge we fell behind on our coverage of variable insurance underlying funds, so we’re going to take the opportunity to get caught up with what happened in the months of January...

It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...

This November, the rate of variable insurance fund filing was relatively slow, as is usually the case each year, but we also got the feeling that insurers are being more cautious with their investment platforms,...

To date, pretty much all variable annuity insurers impose investment restrictions on clients who purchase guaranteed living benefits, the balancing act is to do this while still affording some measure of choice, and in this...

During the month of October there was the usual moderate stream of variable insurance fund filings, and within them one could see evidence of key priorities for the industry, one of the most obvious being...

On the variable annuity scene, insurers are still changing their guaranteed living benefits with great alacrity in response to market conditions, albeit less aggressively than in the past, and while most of this movement is...

During September the rate of variable insurance fund filings with the SEC slowed down a bit – as is the tendency each year – and accordingly there were relatively few new registrations. We think activity...