Research & Reports
DOL Rule-Related Takeaways from the Retirement Industry Conference
Last week we attended the annual LIMRA/LOMA/SOA Retirement Industry Conference, held in Orlando, Florida, and in this report we’ll share some thoughts on a topic that was much discussed throughout the event – the Department...
Thinking About the Variable Annuity Business in 2016 – and Beyond
Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...
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...
Jackson National Files New Variable Annuity for Fee-Based Advisors
This week we’ll discuss a new variable annuity filed by Jackson National designed to be sold through fee-based advisors, which may be an indication that new Department of Labor fiduciary rules – set to come...
MetLife Files a New Simplified Variable Annuity – With a GMAB
In recent reports we’ve opined about how slow activity along the variable annuity product pipeline has become this summer. Yet last Friday MetLife cut through the seasonal doldrums by registering an interesting new contract with...
“Headwinds” – Market Doldrums Caused Problems for VA Issuers in 3Q11
Earnings season for stock-traded insurers we monitor regularly has concluded, and, for the most part, variable annuity sales for those companies fell, due to a combination of factors that have become familiar to anyone following...
An Up-and-Coming Product Line – VAs for Defined Contribution Plans, Rollovers
As more Baby Boomers reach retirement age, financial services firms will be competing over who will manage the trillions of dollars these folks have socked away in their defined contribution (DC) plans. We anticipate a...