Research & Reports

Due to their rapid growth in a relatively short period of time, it has been a challenge keeping up with developments in variable defined outcome portfolios, and in this report we will update our coverage...

In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…

We found December variable fund filing activity to be lively, as we saw some new registrations that will be used in a unique reorganization effort, plenty of developments related to defined outcome portfolios, plus assorted...

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...

In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...