Research & Reports

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...

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....

Now that the second quarter is nearly over, we figured it would be a good time to get caught up with trends in variable annuity guaranteed living benefit (GLB) rate sheets, especially since insurers have...

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...

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

This year we expect registered index-linked annuities (RILAs) to continue to grow their market share, however they will encounter stiffer competition from other product types thanks to rising interest rates; moreover, things are getting tight...

It is high time we provided our readers with fresh coverage of guaranteed living benefit (GLB) rate sheet trends, as we got in the habit of providing commentary on them last year. In this report...

This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...