Research & Reports

In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...

In this report we’ll provide an update on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as we’ve seen a few come through recently – some on new contracts...

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover...

This year we’ve seen a number of variable annuity guaranteed benefit buyback offers, and in this report we’ll cover one filed not long ago by John Hancock. It is tentatively scheduled to commence in the...

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...

This week we’ll discuss new variable annuities registered recently by Ameriprise Financial all of which include updates to existing guaranteed living benefits that, for the first time, will have features that may be set by...

In this report we’ll cover several new variable annuities filed late last year by Jackson National which are updates to existing products; all of them will include new guaranteed death and living benefits and various...

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...