Research & Reports
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,...
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...
Random Thoughts About Current Conditions in the Industry
Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...
Thoughts on the Annuity Value Proposition as Q2 Results Come In
As we write this, second quarter earnings season for insurers is well underway and, by most accounts, we can look forward to very positive news from most players, as early indications are that sales of...
Notes on Registered Index-Linked Annuity (RILA) Competition
Since we get the feeling that due to rising interest rates, registered index-linked annuities will be encountering stiffer competition from other annuities, we figured now would be a great time to get caught up on...
Reviewing Variable Insurance Fund Filings from May, 2022
In May we saw an increase in variable portfolio registrations, quite a few of them of defined outcome portfolios, which in our view are gaining favor because they have downside protection features similar to registered...
Covering Filings of New VA Contracts and Living Benefit Riders
Now that the year is nearly half over, we thought it would be a great time to get caught up with new variable annuities and guaranteed living benefits (GLBs) that have been registered with the...