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.
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.