Research & Reports
Update: Variable Insurance Volatility-Managed Portfolios
This is the final update to our spreadsheet of variable insurance volatility-managed portfolios for asset data from 2017. By our count, at the end of the year there were 210 such portfolios in operation, containing...
An Update on Variable Managed-Volatility Portfolios Through 4Q17
This report completes our coverage of trends in variable insurance managed-volatility portfolios, referencing data through the end of 2017…
Reviewing Variable Insurance Fund Filings from January and February, 2018
We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a...
A Brief Reflection on Current Conditions in the Variable Annuity Market
Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…
Another Update – On Variable Annuity Product Filings of Recent Weeks
In this report we’ll get caught up on variable annuity products that were filed from mid-February into early March. Included in this batch were a few enhancements to guaranteed living benefits, making us think that...
Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17
As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...
An Update Regarding Recent Variable Annuity Product Filings
In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…
As Expected – Lincoln National Files New Structured Variable Annuity
Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…
Update: Summaries of New VA Contracts Filed with the SEC in 2017
This is a final update to our table containing summaries of new VA contracts registered with the SEC in 2017. We counted 25 new products registered during the year…