Research & Reports

In this report we’ll offer our monthly notes and comments on variable insurance fund filings, and we’d describe June as having been not very active in terms of new registrations, but there were numerous mergers,...

Because of the steady flow of tweaks and adjustments insurers have been making to their variable annuity offerings, it’s not easy to determine which changes are meaningful, and which are simply “noise.” In this commentary...

As we commence the third quarter – usually a pretty slow period for variable industry sales – the pace of de-risking seems to be settling down a bit, but the process is not over by...

Now that the second quarter is wrapping up we figured we’d take a few moments to take quick stock of that period, how the variable annuity industry might have performed. It’s our opinion that when...

This week we’re following up on our previous commentary with further notes on recent filings of variable annuity contracts and benefits. In monitoring what’s been going on we’re of the opinion that now more than...

This is our final update of new variable annuity contracts filed with the SEC in calendar year 2008…

As this week begins, we’ve been combing through variable annuity contract registrations – including ones from this year we haven’t commented on yet – and so far we’ve been finding interesting designs and approaches getting...

It’s been rather busy around the industry in terms of tweaks to contracts and features, and by all accounts such activity is going to continue well into the summer. However we do need to stay...

Right now on the variable annuity scene insurers are still making changes and adjustments at a rather brisk pace, and we expect that pattern to continue well into the summer, even though it is usually...