Research & Reports
New Variable Annuity Contracts and Benefits Filed Recently with the SEC
In this report we’ll cover new variable annuity contracts and guaranteed death and living benefits filed with the SEC in August. In most cases the products are next-generations versions of existing ones, with slight modifications...
Notes on Recent Variable Annuity Benefit Rate Sheet Updates
In our following of activity along the variable annuity product filing pipeline of recent weeks, we came to the opinion that things are rather slow going; however we did see multiple benefit rate sheet updates,...
Some VA Insurers Experienced Slight Sequential Sales Growth in 2Q17
As we suspected, some stock-traded insurance companies we cover regularly garnered increases in variable annuity sales sequentially, which we attribute partly to seasonality – since the second quarter is usually a strong one for the...
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...