Research & Reports

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...

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...

For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…

Not long ago, LIMRA released preliminary third quarter annuity industry sales data that indicate in-favor products like registered index-linked annuities (RILAs) are continuing their record-breaking pace, while conditions are slowly improving for other product types....

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...

Even though registered index-linked annuities (RILAs) have been stealing the spotlight of late – not to mention market share – that doesn’t mean that insurers haven’t been working on more traditional annuity concepts. In this...

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...

Now that we’ve reached the weekend and are, for the most part, caught up with annuity product developments, in this commentary we’ll share our thoughts on some topics we think are of most interest to...