Research & Reports
An Update Regarding Recent Variable Annuity Product Filings
In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…
As Expected – Lincoln National Files New Structured Variable Annuity
Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…
Notes on Variable Annuity Filings That Came Through Late in 2017
In this first commentary of the New Year we’ll discuss some variable annuity product filings submitted to the SEC over the last days of 2017, which, in our view, reflected the kind of contracts and...
Our Customary Look Back on the Variable Annuity Industry In 2017
As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…
Ohio National Files Exchange Program Targeting Vintage GMIBs
Over the past five years we have seen a number of insurers offer incentives to clients to cash out of their variable annuity benefits as a risk reduction measure. However late last week Ohio National...
Some Bright Spots Amid Insurers’ Variable Annuity Sales Results in Q3
After reviewing earnings calls of stock-traded insurance companies we cover regularly, we came away with the impression that for of them, variable annuity results were lackluster, although there were a few instances of modest improvement…
Another Update – On New VA Contracts and Product Changes
This will be a brief report in which we’ll get caught up with the latest in new variable annuity contract filings, and cover a few noteworthy product changes…
Another Update on Variable Annuity Contract and Benefit Filings
This will be yet another one of our reports covering recent variable annuity product filings we found interesting. Most of them involved alterations to existing contracts and riders; there were also updates to annuities in...
New Variable Annuity Contracts and Benefits Filed Recently with the SEC
In this report we’ll cover new variable annuity contracts and guaranteed death and living benefits filed with the SEC in August. In most cases the products are next-generations versions of existing ones, with slight modifications...
