Research & Reports

This is an update of a grid with summaries of contingent annuities filed with the SEC, reflecting some of the latest developments in this product type…

Second-quarter earnings season for insurance companies is now underway and we’re looking forward to learning how variable annuity sales went, however we are not very optimistic about how the industry as a whole fared, for...

Sometimes it takes an annuity insurer several attempts to get a new product up and running, especially if it is a first for the industry. Such has been the case with a long-term care benefit...

This edition of the report is our regular commentary on variable insurance fund filings from the prior month, and during June the most frequent activity we saw involved change, whether through mergers, sub-advisory replacements, new...

Judging by new variable annuities we’ve seen registered with the SEC this year, we get the impression that a good number of them were built to meet very specific needs and issues of distributors. It...

Compared to recent months there was a heightened amount of variable fund filing during May. We didn’t find this surprising, because we figure that as long as guaranteed living benefits are the lead story for...

Over the recent past, product filing around the variable annuity industry has been somewhat slower than usual, which to us suggests that any moves companies are making are meaningful from a competitive standpoint. In this...

There’s little doubt variable annuity insurers are carefully monitoring their benefit risk levels, leading them to come out with new Guaranteed Lifetime Withdrawal Benefits (GLWBs) with elements that will make adjustments to ward off the...

During the month of April most variable insurance fund filings with the SEC were routine prospectus updates, and we didn’t identify a great many substantive changes and adjustments, but in this report we’ll share with...