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jeff.hutton@strategic-i.com
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Industry Analysis

Home » Weekly Insights
View All Weekly Insights Highlights of New Variable Annuity Contract Filings in June 2021
by Jeff Hutton 7/1/2021

In June 2021 there were seven registrations for four new contracts. In addition to these new registrations three new contract registrations amended their initial filing to add additional details and five previously filed new contract registrations became effective during June. Forethought registered their first registered index-linked contract. Prudential registered three new RILA contracts on a different separate account. Equitable and CUNA Mutual are launching new versions of RILA contracts, while Lincoln is launching three new investment-only contracts that feature buffer funds among the underlying fund choices. American General updated their initial filing for a contract that will feature nine index-linked investment strategies as well as a buffered GMAB benefit and Athene added the currently available buffer rates to their 2.0 RILA contracts.

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VA/VL Fund Flow Watch: May 2021
by Jeff Hutton 6/29/2021

Our VA/VL Fund Flow Watch Series offers a snapshot from our Simfund VA database. This three-page document includes the top 25 ranked companies divided into three categories: sub-advisors, VIT managers, and insurance proprietary.

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Monthly Fund Filings

VA/VL Fund Flow Watch: September 2020
10/30/2020

Highlights of New Variable Annuity Fund Filings in January 2017
2/10/2017

Highlights of New Variable Annuity Fund Filings in December 2016
1/13/2017

Highlights of New Variable Annuity Fund Filings in November 2016
12/23/2016

Highlights of New Variable Annuity Fund Filings in October 2016
11/11/2016


Quarterly Earnings

4Q Quarterly Earnings I: VAs Demand Management, Not Salesmanship
2/17/2017

3Q Quarterly Earnings II: DOL Rule to Benefit Some Insurers
11/25/2016

3Q Quarterly Earnings I: Fixed Rates Spur Responses
11/18/2016

2Q Quarterly Earnings II: MetLife Preps Spin-Off
10/21/2016

2Q Quarterly Earnings I: Fixed Rates Spur Responses
8/19/2016

Monthly Contract

Highlights of New Variable Annuity Contract Filings in June 2021
7/1/2021

Highlights of New Variable Annuity Contract Filings in January 2017
2/3/2017

Highlights of New Variable Annuity Contract Filings in December 2016
1/6/2017

Highlights of New Variable Annuity Contract Filings in November 2016
12/16/2016

Highlights of New Variable Annuity Contract Filings in October 2016
11/4/2016


Periodic Reviews

VA/VL Fund Flow Watch: November 2016
12/30/2016

Variable Annuity Quarterly Overview: 3Q 2016
12/9/2016

Variable Annuity Quarterly Overview: 2Q 2016
9/16/2016

Variable Annuity Quarterly Overview: 1Q 2016
6/10/2016

Variable Annuity Quarterly Overview: 4Q 2015
3/4/2016

FEATURED WEBCAST

1Q 2016 Variable Annuity Overview
A quarterly overview of VA industry trends. To view the powerpoint slides of the presentation, click here.