Research & Reports
More Thoughts on Sales Trends – and Notes on Product Filings
In this report we’ll share some of our thoughts on final second quarter annuity sales numbers – as LIMRA released them not long ago – and also have some commentary on happenings from the annuity...
A Random Discussion of Various Annuity Market Themes
At present we are in a reflective mood, given that earnings season for insurance companies has concluded and we are waiting for LIMRA to release final sales numbers for the second quarter. This is not...
Notes on 2Q23 Results of Selected Stock-Traded Annuity Insurers
In this, our quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...
Reviewing Variable Insurance Fund Filings from July, 2023
Similar to the prior month, in July we saw no new variable portfolio registrations, but that is typical of the summertime, when filing activity is slower. In this report we will cover developments we found...
An Update on Notable Filings from the VA Product Pipeline
Lately it seems that each week we see product filings and related developments we need to weigh in on, and we would attribute that to the kind of competitive conditions we are in, due to...
Thoughts on the Business in Q2 – Based on Preliminary Data
Earlier this week LIMRA came out with preliminary annuity industry sales data for the second quarter, and in this commentary we will give our take on the numbers and what they might portend moving forward…
Reviewing Variable Insurance Fund Filings from June, 2023
In our view, June was a rather slow month in terms of variable fund filing activity: we saw no new registrations, but there were some interesting changes of various types, along with the usual run...
Notes on Filings of Traditional VAs, RILAs and a New CDA
In recent weeks we have seen activity pick up along the annuity product pipeline, and in this report we will discuss some of the more notable happenings: the registration of a new contingent deferred annuity...
An Update on Variable ESG and Defined Outcome Portfolios
In this report we’ll get caught up with two types of variable portfolios: those that are “defined outcome” in nature – in that they protect investors against a portion of investment losses – and those...