Research & Reports

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

At present, variable annuity insurers who want to be at the top of the sales leaderboard must pull off a bit of a balancing act in our view: they must sell guaranteed living benefits (GLBs)...

In this report we’ll cover variable insurance fund developments from last month. While we saw a reduction in the rate of filing activity, some notable things occurred, such as the registration of a new defined...

Variable fund filing activity usually picks up in February, as new offerings are registered so that they can launch in time for the May prospectus season. This year we did see a few new arrivals,...

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

This will be a longer-than-usual variable fund report as December was quite an active time, especially for insurer Jackson National, which filed numerous moves, including new fund registrations, sub-advisory changes and reorganizations which are scheduled...

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

In November we saw several new variable fund registrations, most notable among them a series of defined outcome funds that mimic the attributes of registered index-linked annuities (RILAs) in that they will offer limited protection...

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...