Weekly Commentary
New Structured Annuities on the Way – Plus Notes from Other Filings
- Aug 23, 2019

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover some variable annuity filings...


Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19
- Aug 16, 2019

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are reluctant to think that sales for the industry appreciated...


Reviewing Variable Insurance Fund Filings from July, 2019
- Aug 08, 2019

In our view, July was a very busy month in terms of variable insurance fund filing activity, a time in which we saw a number of interesting developments that we’ll share in this commentary...


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Featured Research
Update: Variable Insurance Volatility-Managed Portfolios
- Jul 11, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for first quarter 2019. By our count, at the end of the quarter there were 213 such portfolios in operation, containing $271 billion in assets...


Update: Summaries of New VA Contracts Filed With the SEC in 2019
- Jun 27, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 11 new products...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Jun 27, 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 12 riders...


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From Steve's Blog
Renewing One’s Labors
- Sep 07, 2018

I’m writing this post, the first on this blog in over a year, on a quiet afternoon at a café in my Astoria neighborhood where I like to have a coffee and think and write. The recent heat wave has let up, thankfully, and the place has a nice mix of local people, sipping and relaxing...


On Executive Function
- Aug 25, 2017

I’m finishing the writing of this post after having started and stopped it multiple times, usually on plane trips, either for business or vacation. For whatever reason, once I got home, the piece got lost in the shuffle as it were. There’s no coincidence with the fact that it has taken so long for me to comp...


Ten Years after
- May 27, 2016

I feel like I’m more than a bit late in posting this entry because last month I celebrated the 10th anniversary of Soleares Research being in business. Therefore it would have been most fitting to have published something on this topic then, but, a number of tasks and distractions got in the way...


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