Research & Reports

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

In recent SEC filings we’ve seen interesting variable annuity developments scheduled to take place either during the May prospectus update season – typically the time when insurers update or launch new products – or even...

Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...

Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

This week we’re going to comment on an interesting new variable annuity buyout launched fairly recently by Zurich American Life, an insurer that long ago pulled out of selling new contracts. The fact the company...

Overall, we’re of the opinion that second quarter earnings for stock-traded insurers we watch regularly were pretty strong, and for all of them, variable annuity sales went up sequentially, thus we suspect the industry experienced...

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…

We have found that the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference always manages to stimulate healthy conversation and debate and this year’s edition, held last week in Las Vegas, was no different. In this...