In this report we explore some of the organizations that have acquired life insurers, review some recent transactions/acquisitions that involve privately-owned insurers, and analyze the difference in financial profiles of privately-owned life

In this report we detail some of the recent trends occurring in the U.S. life insurance industry and how life insurance/annuity organizations and regulators have responded.

In this review, we concentrate on the recent changes in the annuity product landscape.

In this review we highlight some of the less liquid components of life insurer bond portfolios.

On March 26, 2026, Corebridge Financial, Inc. (CBF) and Equitable Holdings, Inc. (EQH) announced plans to merge, which will create one of the largest U.S. life insurance and annuity groups and will

This review analyzes alternative investments for U.S. life insurers. These assets can offer an insurer the opportunity to diversify its investment portfolio, enhance returns (especially given the decline in fixed income yield

In the following article we discuss the background of both Brighthouse Financial (BHF) and Aquarian, recent financial performance of BHF’s insurance subsidiaries, and what this transaction may entail for BHF going forward.

In the following review we discuss the current state of the RRG market and its financial performance over the
past 15 years (2010-2024).

In this report, we discuss the increased level of annuity surrenders, the potential risks of higher surrenders, and any offsetting factors to these risks.

In this review we highlight the recent trends in U.S. mortality and its continued impact on the U.S. life insurance industry.

While insurers continued to favor mortgage loans, weaker conditions in the commercial real estate market have developed, driven in part by higher borrowing costs and behavioral changes and disruptions related to the

While U.S. life insurers utilize reinsurance in many foreign jurisdictions, in this report we will focus on Bermuda in particular given the robust growth in Bermuda reinsurance among U.S. life insurers.

In this article, NAIC Class 2 (BBB-rated) bond holdings are examined in the context of their rising prominence within U.S. life insurer portfolios. Despite ongoing economic uncertainty and updated capital requirements, these

The balance of this release will discuss the impact of this transaction on the CBF and VHI groups, and ALIRT will share some of our thoughts on the transaction.

In this review we highlight some of the less liquid components of life insurer bond portfolios.

In this review, we concentrate on the recent changes in the annuity product landscape.

In this report we explore some of the organizations that have acquired life insurers, review some recent transactions/acquisitions that involve privately-owned insurers, and analyze the difference in financial profiles of privately-owned life

This article discusses the accounting treatment of bonds in insurer financial statements, and possible impacts in the event BIG bonds are downgraded, impaired, or default.

This review analyzes alternative investments for U.S. life insurers.