Research & Reports
Impressions on the Second Quarter – And Notes on Recent VA Filings
Second quarter earnings season is now underway and insurers will be reporting their results, thus we are starting to formulate our own thoughts on where variable annuity sales might have moved during that time period....
Another New Contract From Jackson – and Other Recent VA Filings
In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...
Concerning Changes – That are Being Made to VA Products This Year
In this report we’ll touch on the kind of tweaks and adjustments insurers have been making to their variable annuity products lately. Most of the changes follow patterns we have seen around the industry the...
Concerning Q1 Variable Annuity Sales – and Recent Product Moves
Variable annuity industry sales in the first quarter finished how we expected they would – down considerably on both a sequential and year-over-year basis. In this report we’ll take a quick look at the numbers...
We Suspect VA Industry Sales Were Probably Down Again in 1Q16
We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…
Free Riffing – On Current Themes in the Variable Annuity Industry
Product filing activity around the variable annuity business has been kind of slow in our opinion, at least compared to past years, so in this report we’ll do some “riffing” – offering up impromptu thoughts...
Casual Thoughts on the Variable Annuity Business as Q1 Winds Down
This will be a very brief commentary containing random thoughts on the variable annuity scene, as it looks to us at this point in the year. The brevity of this report is mostly due to...
Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On
As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....
A Rough Market Start – Does it Portend Anything for Annuities?
Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...