Research & Reports
Rising Markets, Benefit Riders Helped Spur VA Sales During 4Q10
After reviewing fourth quarter variable annuity sales results of stock-traded insurers in our regular coverage group, we strongly suspect that the industry fared well during that time period as well. What remains to be seen...
Shifting Directions – Industry Players are Adjusting to New Realities
At this early stage in the year, a growing number of variable annuity insurers are demonstrating a willingness to de-risk in one form or another. What’s not clear is whether these companies are experiencing specific...
2010 – For the Variable Annuity Industry, a Time of Renewed Risk Taking
It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...
An Agreeable Summer – Insurers Post Respectable VA Sales in Q3
As is our custom, we delved into the variable annuity business results of 10 stock-traded insurers we track, and, overall, came away with a pretty positive impression about the third quarter. We say this even...
Concerning the RIA Market – and Noteworthy Product Filings
The number of variable annuity contracts designed for fee-based financial advisors has been growing of late, and in this commentary we’ll share some thoughts as to the why this is happening, and weigh in on...
GLWB Movements – Answering the Competition, Preparing for Next Year
It’s our feeling that newer variable annuity lifetime withdrawal benefits getting filed of late – plus various modifications to existing ones – are being introduced this quarter to “prime the pump” for next year. Barring...
Q4 Launches – Products Insurers Hope Will Attract Sales into the New Year
It’s our feeling that these days, most variable annuity insurers are in a “reactive mode” in that few are making truly bold moves with their products; rather they are content to make modifications and enhancements...
Competitive Direction: Tactics VA Market Leaders May Employ, Near Term
It will take a little while before variable annuity industry sales results from the third quarter come out, and at this point we are unsure what those numbers may reveal, since we are not expecting...
Change is Constant – and Probably Unavoidable for VA Issuers
Lately we have found the kind of product adjustments and upgrades occurring around the variable annuity business to be rather interesting and revealing about the priorities of insurers, their distribution partners and clients. We imagine...
