Research & Reports
Reviewing Variable Insurance Fund Filings from July, 2017
Variable fund filing activity has started to pick up this summer: in this report we’ll cover a number of interesting new portfolios that were registered in July, as well as investment platform adjustments…
A Summer Reflection – On Current Conditions in the VA Business
As second quarter earnings season has gotten underway, in this commentary we’ll provide a few thoughts about how we think the variable annuity industry has been performing. We will make sure to follow up with...
Update: Summaries of New VA Contracts Filed with the SEC in 2017
This table updates our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of 17 new products…
On New VA and Structured Annuity Contracts Filed Recently With the SEC
Just when we thought product development pipeline activity had gotten as slow as it could possibly get, we noticed interesting filings last week of new variable and structured annuities, which should launch sometime this year…
Reviewing Variable Insurance Fund Filings from June, 2017
This will be a longer-than-usual fund report because during June we saw a surge in filing activity, including quite a few new portfolio registrations. There was also no shortage of changes of various types…
More VA Benefit Buyback Programs on Tap, From Zurich, Voya
The focus of this report will be on variable annuity guaranteed benefit buyouts from Voya Financial and Zurich American Life that have either already launched or will be coming out soon – and both resemble...
Summer Thoughts – On Competitive Conditions in the VA Business
As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this...
Thoughts on VA and Structured Annuity Filings – And Related Topics
Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...
Update: Variable Insurance Volatility-Managed Portfolios
This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, commencing coverage for 2017. By our count, at the end of the first quarter there were 214 such portfolios in operation, containing...