Research & Reports

This commentary contains our customary coverage of noteworthy variable fund filings from the prior month, and also includes some observations on trends in Environmental, Social and Governance (ESG) portfolios, citing data through the end of...

As our readers surely know by now, the majority of variable annuity living benefits these days have elements that can be changed periodically via rate sheet. For this reason, we have endeavored to keep track...

Final year-end 2022 annuity sales figures from LIMRA may have been out for some time now, but we have not yet weighed in on them, so in this commentary we will share what we think...

It wasn’t that long ago that we provided our readers with a digest of filings from the variable annuity product pipeline, however now we feel the need to provide another one as much as happened...

It is usually the case that numerous new variable portfolios are registered in February – in order for them to be added to prospectuses during the May update period – and that pattern held true...

It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...

In this report we will wrap up our coverage of 2022 annuity business results for stock-traded insurers we track, drawing, as we usually do, on quarterly financial statements and earnings calls.  As we expected, those...

As was the case the previous month, January activity on the variable fund front was rather brisk, as there were a number of new registrations, several in the bond category. There were also plenty of...

Around this time last year, we provided our subscribers with a digest of variable annuity filings that came through up to that point, and we will do so again here, noting that some of the...