Research & Reports
New Lincoln National Contracts – and Other VA Product Filing News
In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...
An Update on Trends in Variable Insurance Volatility-Control Portfolios
Variable insurance volatility-control portfolios continue to gather assets at a brisk pace around the industry – and not just because of the introduction of brand-new ones. In recent months a large number of existing portfolios...
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...
Reviewing Variable Insurance Fund Filings from May, 2014
This report contains our coverage of notable variable insurance fund filings from the month of May, and to summarize that time period, most activity involved changes to existing offerings. We didn’t see any new registrations...
Another Structured Annuity is On The Way – This Time from ING
To date, only a few insurers have come out with structured annuities, which contain a basket of index-linked options with buffers to protect investors against a set percentage of losses. That’s why we were somewhat...
Signs from Earnings Calls Point to Lower VA Industry Deposits in 1Q14
In the first quarter of this year variable annuity sales fell, on a sequential basis, for every member of our group of publicly-traded insurers we watch regularly, which makes us pretty sure that the industry...
VA Benefit Buybacks, Special Offers Come Through in May Filings
While the May variable annuity prospectus update season has been somewhat slower than usual, we did see a few interesting product initiatives filed recently, including instances of buyout programs and other incentives targeting holders of...
Reviewing Variable Insurance Fund Filings from January, 2014
During the month of January we saw a large number of new variable insurance portfolios registered with the SEC, as well as plenty of interesting changes to existing funds and platforms. It came as no...
Reviewing Variable Insurance Fund Filings from November and December, 2013
With this report we will get caught up with noteworthy variable insurance filings from the last two months of 2013. There were quite a few interesting developments during that time, particularly related to volatility-control funds…
