Research & Reports
Another Update – on Recent Variable Annuity Product Filings
In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...
VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry
Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...
An Update on Current Trends in Structured Annuity Products
This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...
More Structured Annuity Developments – and Other Product News
In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...
New Structured Annuities in the Pipeline – Plus Notes from Other Filings
In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...
Some Stock-Traded Insurers Saw Year-over Year VA Sales Improvement in Q1
First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience…
Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17
As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...
As Expected – Lincoln National Files New Structured Variable Annuity
Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…
More Notes on VA Product Filings – and a Few Clarifications
In this report we’ll cover recent competitive tweaks insurers are making to their annuity product offerings, including new registrations and benefit enhancements, and we’ll also have some follow-up comments regarding last week’s report…
