Research & Reports

This report will be an overview of recent variable annuity product development activity that we have not covered yet in these pages. Even though the year is winding down, the industry is still coming up...

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...

This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...

In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...

In our view, two types of annuities are most in demand at the moment, namely registered index-linked annuities and variable annuities for fee-based advisers. Regarding the latter, we believe they are being built to address...

Well, things have been heating up along the annuity product pipeline, that’s for sure, and what we’re seeing reflects priorities and preferences around the industry. Much activity of late has centered around registered index-linked annuities...

So far this year this year we’ve seen much innovation related to registered index-linked annuities (RILAs), since their sales are sizzling, however we see other product types that have potential for growth over the near...

This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 66 entries…