Research & Reports
Concerning Changes – That are Being Made to VA Products This Year
In this report we’ll touch on the kind of tweaks and adjustments insurers have been making to their variable annuity products lately. Most of the changes follow patterns we have seen around the industry the...
Concerning Q1 Variable Annuity Sales – and Recent Product Moves
Variable annuity industry sales in the first quarter finished how we expected they would – down considerably on both a sequential and year-over-year basis. In this report we’ll take a quick look at the numbers...
We Suspect VA Industry Sales Were Probably Down Again in 1Q16
We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…
More Thoughts on Recent Variable Annuity Prospectus Updates, Changes
In our view, variable annuity product filing activity is still rather slow compared to prior years, so for that reason we’ll devote this report to touching on just a few developments, some which we have...
American General Launches GLWB with Highest Daily Ratcheting
Lately we haven’t seen too many variable annuity insurers make their living benefits more generous, but American General introduced a new lifetime withdrawal benefit yesterday which is now one of the few in the industry...
Reviewing Variable Insurance Fund Filings from March, 2016
During March the pace of variable fund filing activity was pretty lively in our view, and among interesting developments was the introduction of a new sub-advised trust from insurer Guardian Life…
Regarding Rate Sheets – And Other Recent VA Product Moves
We are expecting variable annuity filing activity will be picking up soon as we are entering the May prospectus season, however we are unsure whether insurers will introduce many new product ideas as they are...
Free Riffing – On Current Themes in the Variable Annuity Industry
Product filing activity around the variable annuity business has been kind of slow in our opinion, at least compared to past years, so in this report we’ll do some “riffing” – offering up impromptu thoughts...
New Coverage: Summaries of New VA Contracts Filed with the SEC in 2016
This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2016…