Research & Reports
Reviewing Next-Generation VAs Registered by Jackson National
In this report we’ll cover several new variable annuities filed late last year by Jackson National which are updates to existing products; all of them will include new guaranteed death and living benefits and various...
Our Year-End Review of How the VA Industry Performed In 2018
If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...
An Outlook on 3Q18 Sales – and Notes on Recent Product Filings
As third quarter earnings season is well underway, in this commentary we’ll provide a few forward-looking thoughts on how the variable annuity industry may have performed during that time period – we’ll follow up with...
Reviewing Notable VA Industry Filings from the Month of October
In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…
Another Update – on Recent Variable Annuity Product Filings
In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...
An Update on Current Trends in Structured Annuity Products
This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...
More Structured Annuity Developments – and Other Product News
In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...
New Structured Annuities in the Pipeline – Plus Notes from Other Filings
In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...
More on New VA Lifetime Withdrawal Benefits – and Other Product Notes
In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…
