Research & Reports
An Update Regarding Recent Variable Annuity Product Filings
In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…
Our Customary Look Back on the Variable Annuity Industry In 2017
As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…
Ohio National Files Exchange Program Targeting Vintage GMIBs
Over the past five years we have seen a number of insurers offer incentives to clients to cash out of their variable annuity benefits as a risk reduction measure. However late last week Ohio National...
Another Update on Variable Annuity Contract and Benefit Filings
This will be yet another one of our reports covering recent variable annuity product filings we found interesting. Most of them involved alterations to existing contracts and riders; there were also updates to annuities in...
More VA Benefit Buyback Programs on Tap, From Zurich, Voya
The focus of this report will be on variable annuity guaranteed benefit buyouts from Voya Financial and Zurich American Life that have either already launched or will be coming out soon – and both resemble...
An Update on Trends in VA Living Benefit Values, Net Amount at Risk
Every so often we like to study variable annuity guaranteed living benefit (GLB) account value and risk levels around the industry, as they can impact the health of insurers. This report will be an update...
An Assortment of VA Product Filings – and Other Items – from April and May
It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...
