Research & Reports

In this report we’ll get caught up with trends in variable managed-volatility portfolios, which over the past few years have been gathering assets at a fairly rapid pace. We’ll also share a few corrections and...

This February we saw a fairly large number of new variable insurance funds get registered with the SEC, which is typical for the time of year, as insurers prepare to update their products in May....

As is our practice each quarter, we reviewed earnings results for selected stock-traded insurers we track regularly, and came to the conclusion that for most of them, variable annuity operations performed more or less in...

Each year we devote the last commentary of December to taking a quick look back at the past year in the variable annuity business, and we’ll do so again this time, and also make some...

As usual there weren’t a large number of variable insurance fund filings during this October, as most new registrations are submitted to the SEC earlier in the year. Still, there were a few interesting developments...

In this commentary we’ll offer up some comments on third-quarter results of Dutch insurer AEGON, because it has a substantial variable annuity business in the U.S. and its experience in the quarter mirrored that of...

Third quarter earnings season for the publicly-traded insurers we watch regularly concluded last week, and for most of those companies, variable annuity business operations retained profitability, largely because the stock market’s rise caused assets under...

Earnings season for publicly-traded insurers is now underway but won’t finish until midway through next month, so in this commentary we’ll offer up some of our suspicions on how variable annuity sales moved in the...

In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...