Research & Reports
Looking Ahead – to Insurers’ Second Quarter VA Business Results
Second-quarter earnings season for stock-traded insurers is now underway and we are looking forward to hearing how variable annuity sales fared for companies we watch regularly. We suspect that more than a few carriers experienced...
Thinking about 1Q18 in the VA Business and Recent Product Developments
Variable annuity industry sales were better than expected in the first quarter of this year and we suspect that if conditions continue to improve over the rest of 2018, insurers will feel more comfortable to...
Some Stock-Traded Insurers Saw Year-over Year VA Sales Improvement in Q1
First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience…
A Brief Reflection on Current Conditions in the Variable Annuity Market
Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…
Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17
As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...
On an Interesting Move by Transamerica – and Other Thoughts
The New Year is now well underway, however we can’t say we’ve seen a great deal of noteworthy variable product filings yet, with the exception of changes Transamerica made to certain guaranteed living benefit rate...
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…
Concerning Trends in Fee-Based Variable Annuity Contracts
For a number of reasons there is now much interest around the industry in variable annuities built for sale through fee-based financial advisors; with that fact in mind, in this report we’ll provide some perspective...
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…
