Research & Reports
The U.S. Annuity Business In 2022 – Looking at a New Sales Record
In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...
Update: Covering New RILA Registrations, and Other Developments
Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...
Thoughts on Rates, RILAs – and Related Considerations
Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...
Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2022
This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of eight new registrations that have been filed in 2022…
Recent Developments in Registered Index-Linked Annuities (RILAs)
In recent weeks we’ve seen a spate of filings related to registered index-linked annuities (RILAs), which in our view suggest that competition is heating up on that side of the market and those conditions will,...
Update: Summaries of New VA Contracts Registered With the SEC in 2022
This table updates our coverage of new variable annuity contracts registered with the SEC so far this year and contains summaries of 15 products, inclusive of New York-specific versions…
More Notes on VA Contract and Rider Filings, and Related Issues
This brief report will follow up on our coverage of activity along the variable annuity product pipeline and get our readers caught up with new contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the...
Catching Up With Filings of Contracts, Benefits, Notable Changes
In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…
On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust
As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...