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Life Health > Annuities > Fixed Annuities

Q2 Life, Health and Annuity Earnings Calendar: A Return to Volatility

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What You Need to Know

  • Earnings reports offer a look at what is really happening inside the companies that protect your clients against mortality, longevity, disability and long-term care risk.
  • Agents, advisors and others can also get the statutory filings through commercial data providers, such as AM Best and S&P Global Market Intelligence.

Publicly traded life, health and annuity issuers are about to tell investors what rising interest rates, inflation and geopolitical uncertainty did to their earnings in the quarter that ended June 30.

Issuers could also face questions about the recent increase in COVID-19 hospitalization counts.

UnitedHealth plans to kick off the new round of life, health and annuity issuer releases by posting its earnings Friday.

The life and annuity issuers that had announced their earnings release dates by press time had scheduled the release dates for August.

What It Means

This is a time when federal securities laws and regulations — and fear of litigation — encourage executives to talk candidly about what is really happening inside the companies that protect your clients against mortality, longevity, disability and long-term care risk.

The Filings

Agents, advisors and others can see libraries of publicly traded insurers’ filings by going to the U.S. Securities and Exchange Commission’s EDGAR Company Filings search page.

The simplest way to search the system is to enter the “ticker symbol” in the Company and Person Lookup search form. Ticker symbols are usually between one and four letters long.

Ticker symbols are given here below, in parentheses, after each insurer’s name. The ticker symbols are linked to the insurer’s investor relations page.

Insurers usually post quarterly earnings information and other information, such as instructions for listening to conference calls with securities analysts, on the investor relations pages.

Insurers that do not have stock in the hands of large numbers of public investors do not usually have to file quarterly reports with the SEC, and they usually do not hold public quarterly conference calls to discuss their earnings.

But those privately held insurers do file quarterly and annual financial reports with state insurance regulators. Some privately held insurers post their statutory filings in the “about us” or “financial strength” sections on their websites.

Agents, advisors and others can also get the statutory filings through commercial data providers, such as AM Best and S&P Global Market Intelligence.

The Calendar

Here’s a look at when insurers have scheduled their earnings release dates for the second quarter.

July 15

  • UnitedHealth Group (UNH)

July 20

  • Elevance (Anthem) (ELV)

July 26

  • Ameriprise Financial (AMP)
  • Centene Corp. (CNC)

July 27

  • Globe Life (GL)
  • Humana (HUM)
  • Molina Healthcare (MOH)

Aug. 1

  • Aflac Inc. (AFL)
  • CNO Financial Group (CNO)
  • Genworth Financial (GNW)

Aug. 2

  • Fidelity National Financial (Fidelity & Guaranty) (FNF)
  • Prudential Financial (PRU)
  • Unum Group (UNM)

Aug. 3

  • Clearwater Analytics (CWAN)
  • CVS Health (Aetna) (CVS)
  • Equitable Holdings (EQH)
  • Lincoln National Corp. (LNC)
  • MetLife (MET)
  • Sun Life Financial (SLF)
  • Voya Financial (VOYA)

Aug. 4

  • Brighthouse Financial (BHF)
  • Cigna Corp. (CI)
  • Horace Mann Educators Corp. (HMN)
  • Reinsurance Group of America (RGA)

Aug. 8

  • American International Group (AIG)
  • EHealth (EHTH)
  • Lemonade (LMND)

Aug. 9

  • Jackson Financial (JXN)
  • Primerica (PRI)
  • Principal Financial Group (PFG)

Aug. 10

  • Bright Health Group (BHG)
  • Manulife Financial Corp. (MFC)

Aug. 11

  • Oscar Health (OSCR)

Aug. 15

To Be Announced

  • American Equity Investment Life Holding Co. (AEL)
  • Midwest Holding (MDWT)

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