Research & Reports

It’s only January but we need to comment again on variable annuity living benefit proliferation because, bridging the very end of last year into this one, a number of insurers have filed new or enhanced...

Compared to the bull market years, the role that underlying sub-accounts play in the sale of variable insurance products has certainly been diminished, however, a storyline that holds much interest for us is how money...

As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...

Last year at this time we published a commentary with our reflections on how the variable annuity industry performed in 2006, based on what we knew at that point, and made some suggestions as to...

In November, variable insurance fund filing activity with the SEC was pretty vigorous, and we identified 13 new registrations, notable among them some funds-of-funds (F-of-Fs) and several portfolios with a global or emerging markets focus....

In the interest of remaining on top of what’s happening with variable annuity contracts, and given the fact that we haven’t touched on them for several months, this week we’ll give our observations on chassis...

This year might be winding down, but in the variable annuity space we are still encountering registrations of new living benefits and enhancements to existing ones, although a good portion of them won’t actually roll...

After conducting our usual compilation and review of variable fund-related filings, for October we identified 12 new registrations, most of them funds-of-funds (F-of-Fs), and in this report we’ll review them and also comment on interesting...

After reviewing third-quarter variable annuity deposits and net flows for the group of major publicly-traded insurers we regularly track, we found most of them endured at least a slight decrease in deposits compared to the...