Research & Reports

In first quarter earnings calls of stock-traded insurers we watch regularly, a common theme was discussed on pretty much all of them: issues in dealing with the Department of Labor’s fiduciary rule which put a...

After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

Variable annuity industry sales in the first quarter finished how we expected they would – down considerably on both a sequential and year-over-year basis. In this report we’ll take a quick look at the numbers...

We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…

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....

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...

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...