Weekly Commentary
Wrapping Up Coverage of Variable Annuity Product Filings from 2020
- Jan 25, 2021

In this report we’ll offer up our closing thoughts on variable annuity product filings from 2020, a year which saw an increase in de-risking activity on the part of insurers, as some major names are pivoting way from selling guaranteed living benefits (GLBs)...


An Outlook on Fixed-Index Annuities in this Low-Rate Environment
- Jan 18, 2021

This year we intend to follow through on a longtime resolution to start covering fixed-index annuities (FIAs) more frequently in these pages, due to their importance to the overall annuity market and the fact that we think they have long-term growth potential – even though their near-term prospects have dimm...


Reviewing Variable Insurance Fund Filings from December, 2020
- Jan 11, 2021

This will be a longer-than-usual variable fund report as December was quite an active time, especially for insurer Jackson National, which filed numerous moves, including new fund registrations, sub-advisory changes and reorganizations which are scheduled to take place in the spring...


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Featured Research
Update: Summaries of New VA Contracts Filed With the SEC in 2020
- Jan 25, 2021

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 37 new host contracts...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Jan 25, 2021

This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2020 and contains summaries of 13 riders (inclusive of New York versions)...


Update: Notable VA Product Changes in 2020
- Jan 25, 2021

This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred last year; it contains 113 entries...


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From Steve's Blog
Soleares is Moving and a New Site is on the Way!
- Sep 29, 2020

With the arrival of the fall, change is in the air, as I will be moving, along with Soleares Research, to a new location...


A Black Friday Special
- Nov 29, 2019

Earlier this week I planned on doing a Black Friday blog post, so here I am at my desk dashing it off, referring to notes I scribbled down in various places, such as my business journal...


School is in Session
- Sep 30, 2019

Fall is now upon us, the kids are at school and, in keeping with the time of year, workers in the financial services industry are back at their desks...


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