Research & Reports
Reviewing Variable Insurance Fund Filings from October, 2016
In this report we’ll cover noteworthy variable insurance fund filings from October, including a few new registrations…
Variable Annuity Sales in Q3 Were Down Again, In All Likelihood
In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...
New VA Ideas from Lincoln National – and Other Notable Filings
In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...
Reviewing Variable Insurance Fund Filings from September, 2016
This report will contain our usual coverage of variable insurance fund filings from the prior month. During September we saw no new registrations, rather most of the activity involved various changes to existing funds…
A Buyout Offer from Voya – and Other Activity From the VA Pipeline
Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...
More on Fee-Based VA Contracts – And Other Recent Developments
In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…
Update:Summaries of New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016
This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…
Update: Summaries of New VA Contracts Filed with the SEC in 2016
This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have included some interesting products geared to fee-based advisors that have been registered of late…
A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits
This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...