Research & Reports

Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

Based on our review of results of selected stock-traded insurers, we are of the opinion that, in all likelihood, variable annuity industry sales fell in the first quarter. In the meantime, fixed and fixed index...

While most stock-traded insurers we follow regularly reported declines in variable annuity deposits in the fourth quarter, most had improved results year over year, which is what we had been expecting given the demise of...