Research & Reports
Various Thoughts on Annuity Sales Trends, Now That Q1 is Over
Final year-end 2022 annuity sales figures from LIMRA may have been out for some time now, but we have not yet weighed in on them, so in this commentary we will share what we think...
Another VA Filing Update – Mostly About RILAs and Rate Sheets
It wasn’t that long ago that we provided our readers with a digest of filings from the variable annuity product pipeline, however now we feel the need to provide another one as much as happened...
Notes on Recent VA Filings – Related to RILAs and Rate Sheets
It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...
Covering Notable Variable Annuity Filings From Early 2023
Around this time last year, we provided our subscribers with a digest of variable annuity filings that came through up to that point, and we will do so again here, noting that some of the...
Reviewing VA Rate Sheet Trends from 2022, and Related Matters
In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…
Concluding Coverage of Variable Annuity Product Filings from 2022
Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...
The U.S. Annuity Business In 2022 – Looking at a New Sales Record
In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...
Update: Covering New RILA Registrations, and Other Developments
Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...
Thoughts on Rates, RILAs – and Related Considerations
Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...