Research & Reports

Recently we’ve been contemplating the “value proposition” of the variable annuity, how the product might be positioned and sold given the existing market climate. Earnings season is now underway and we think results from last...

In this commentary we’ll return to our regular task of covering highlights of variable insurance fund filings from the past month, and in September we saw a wide variety of modifications made to platforms –...

The third quarter is coming to a close and it was a rough one for the financial markets, to say the least. Throughout that time we’ve had informal discussions with our industry contacts as to...

Normally we publish a report each month on variable insurance fund highlights but over the recent past, so much has been happening with variable annuity living benefits and contracts that we ended up foregoing that...

This commentary is our regular look back at notable SEC filings of variable insurance funds from the previous month. In March we did not see many new registrations, but there were numerous adjustments of different...

As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...

After reviewing third-quarter variable annuity deposits and net flows for the group of major publicly-traded insurers we regularly track, we found most of them endured at least a slight decrease in deposits compared to the...

It’s time once again to perform our regular task of identifying notable variable insurance fund filings from the previous month, and we must say that June had some interesting developments, including seven new registrations, a...

We’ve made it one of our regular tasks to monitor new variable annuity contract designs being introduced, so with this report we’ll share with you our latest findings on this subject, to take stock of...