Research & Reports
An Update on Current Trends in Structured Annuity Products
This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...
Looking Ahead – to Insurers’ Second Quarter VA Business Results
Second-quarter earnings season for stock-traded insurers is now underway and we are looking forward to hearing how variable annuity sales fared for companies we watch regularly. We suspect that more than a few carriers experienced...
A Few Comments on Recent Variable Annuity Product Changes
Over the past few weeks filing activity along the variable annuity product pipeline has been a bit slow, typical for the summer, however there were a pair of noteworthy adjustments made by insurers which we’ll...
Reviewing Variable Insurance Fund Filings from June, 2018
Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations…
More Structured Annuity Developments – and Other Product News
In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...
Update: Variable Insurance Volatility-Managed Portfolios
This is our initial spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the first quarter. By our count, at the end of Q1 there were 208 such portfolios in operation, containing $277...
An Update on Variable Managed-Volatility Portfolios Through 1Q18
In this report we’ll update our tracking of variable insurance managed-volatility portfolios, referencing asset and other data for the first quarter of this year. We will also point out a few ways we have added...
New Structured Annuities in the Pipeline – Plus Notes from Other Filings
In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...
Reviewing Variable Insurance Fund Filings from May, 2018
On the variable insurance fund front, this May was distinguished by a fairly large amount of new registrations, which is not typical of that month. We also saw a good amount of change activity…
