Research & Reports

This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...

Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update...

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...

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...

Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...

In this report we’ll discuss industry trends in election rates of guaranteed living benefits (GLBs), citing data from LIMRA, and make a correction to our coverage last week of a new lifetime withdrawal benefit from...

In this commentary we’ll review a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) filed recently by Nationwide, and touch on some recent trends in rider rate sheets, which seem to point to a de-risking...

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...

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...