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Morningstar® Annuity Intelligence
Simplified variable annuity analysis.
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Commentary
VA Industry Product and Sales Highlights – Q4 2012
The industry may have reached an inflection point, as some carriers made benefits more generous while others raised fees. A summary of product changes, sales volumes, and industry developments during the fourth quarter of 2012.
276K
VA Industry Product and Sales Highlights – Q3 2012
Carrier activity was brisk this quarter, and a handful eliminated add-on payments for their customers. A summary of product changes, sales volumes, and industry developments during the third quarter of 2012.
412K
VA Industry Product and Sales Highlights - Q2 2012
Carriers keep the quarter active by adjusting pricing. A summary of sales volumes, product changes, and industry developments during the second quarter of 2012.
422K
Annuity Intelligence Brief - Fall 2012
Our fall 2012 brief presents the top-five client misperceptions about variable annuities. Other topics include understanding the restricted beneficiary option and the effectiveness of living benefits at generating income.
289K
VA Industry Product and Sales Highlights - Q1 2012
10 May 2012
Sales increased as consolidation continued throughout the industry. A summary of sales volumes, asset levels, product changes, and industry developments during the first quarter of 2012.
376K
Annuity Intelligence Brief – Fall 2011
02 December 2011
Our Fall 2011 newsletter presents a study of when living benefits are appropriate for clients. Other topics include creative hedging strategies and avoiding titling nightmares.
458K
VA Industry Product and Sales Highlights - Q3 2011
11 November 2011
Insurers shift focus from development to distribution. A summary of the latest variable annuity product trends, innovations, and changes during the third quarter of 2011.
432K
VA Industry Product and Sales Highlights - Q1 2011
27 April 2011
Annuity sales rebound. A summary of the latest variable annuity product trends, innovations, and changes during the first quarter of 2011.
350K
Annuity Intelligence Brief – Spring 2011
01 March 2011
Spring 2011 newsletter with “news you can use” on variable annuities. Topics include suitability, sales to seniors, and contract titling.
4238K
VA Industry Product and Sales Highlights - Q4 2010
26 January 2011
Product innovation takes the spotlight. A full-year retrospective on variable annuity product developments.
307K
Annuity Intelligence Brief – Spring 2010
01 March 2010
Our Spring 2010 newsletter features guidance on contract titling, plus living benefits analysis and info on exchange-traded funds as subaccounts.
719K
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