Research & Reports

It is high time we provided our readers with fresh coverage of guaranteed living benefit (GLB) rate sheet trends, as we got in the habit of providing commentary on them last year. In this report...

This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...

After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2021. The table lists 18 riders, inclusive of New York-specific versions…

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

We’ve said this often enough: our industry has an abundance of talented individuals constantly looking for ways to build annuities that address investor needs, as those needs always changing and evolving. In this report we’ll...

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

Last month we did not identify any new variable fund registrations, but we did see more of a growing pattern we noted in our last fund report: the addition of Environmental, Social, and Corporate Governance...