Research & Reports

The prospectus update season might have been quieter than usual, but in recent weeks we’ve seen an interesting assortment of variable annuity product and feature filings, most of which will take effect during July and...

The rate of filing in the variable annuity business has settled down a bit in recent weeks, although we figure that there are plenty of new concepts in the pipeline. Since things are a little...

We’ve been providing frequent commentary lately about guaranteed living benefits – which we think is warranted since they are so integral to the variable annuity sales story these days – however this week we’ll focus...

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

In the past, we have employed comparisons with the sporting world to describe competitive conditions in the variable annuity space, and we’re going to do so again in this, our first commentary of the New...

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...

There remains a near-constant flow of changes and adjustments being made to products in the variable annuity space, due to a mix of competitive and risk-based concerns, and we don’t see any let-up to this...

One of the many ongoing tasks we have on our “to-do list” is to stay current with what’s happening in new variable annuity contracts coming to market, so in this commentary we’ll catch up with...

Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...