Research & Reports
Another Update on Variable Annuity Contract and Benefit Filings
This will be yet another one of our reports covering recent variable annuity product filings we found interesting. Most of them involved alterations to existing contracts and riders; there were also updates to annuities in...
New Variable Annuity Contracts and Benefits Filed Recently with the SEC
In this report we’ll cover new variable annuity contracts and guaranteed death and living benefits filed with the SEC in August. In most cases the products are next-generations versions of existing ones, with slight modifications...
Notes on Recent Variable Annuity Benefit Rate Sheet Updates
In our following of activity along the variable annuity product filing pipeline of recent weeks, we came to the opinion that things are rather slow going; however we did see multiple benefit rate sheet updates,...
On New VA and Structured Annuity Contracts Filed Recently With the SEC
Just when we thought product development pipeline activity had gotten as slow as it could possibly get, we noticed interesting filings last week of new variable and structured annuities, which should launch sometime this year…
An Update on Trends in VA Living Benefit Values, Net Amount at Risk
Every so often we like to study variable annuity guaranteed living benefit (GLB) account value and risk levels around the industry, as they can impact the health of insurers. This report will be an update...
An Assortment of VA Product Filings – and Other Items – from April and May
It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...
Uncertainty Regarding DOL Rule Negatively Impacted VA Insurers in 1Q17
In first quarter earnings calls of stock-traded insurers we watch regularly, a common theme was discussed on pretty much all of them: issues in dealing with the Department of Labor’s fiduciary rule which put a...
An Update on New VA Contracts and GLWBs Filed This Year
In this report we’ll get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. In our view, industry filing activity in 2017 has...
Reviewing Variable Insurance Fund Filings from March, 2017
This report covers notable variable fund developments from the last month, a time in which we saw no new registrations, but a good amount of filings that made changes to investment platforms…
