Weekly Commentary
An Update on Current Trends in Structured Annuity Products
- Aug 09, 2018

This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative tweaks and modifications on the part of insurers...


Looking Ahead – to Insurers’ Second Quarter VA Business Results
- Aug 02, 2018

Second-quarter earnings season for stock-traded insurers is now underway and we are looking forward to hearing how variable annuity sales fared for companies we watch regularly. We suspect that more than a few carriers experienced at least modest improvement...


A Few Comments on Recent Variable Annuity Product Changes
- Jul 25, 2018

Over the past few weeks filing activity along the variable annuity product pipeline has been a bit slow, typical for the summer, however there were a pair of noteworthy adjustments made by insurers which we’ll cover in this report...


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Featured Research
New Coverage: Summaries of Structured Annuities
- Aug 09, 2018

This table contains summaries of 31 structured annuities that, according to our records, are currently for sale in the industry...


Update: Variable Insurance Volatility-Managed Portfolios
- Jun 28, 2018

This is our initial spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the first quarter. By our count, at the end of Q1 there were 208 such portfolios in operation, containing $277 billion in assets...


New Coverage: Summaries of New VA Contracts Filed with the SEC in 2018
- Jun 05, 2018

This table commences our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of six new products...


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From Steve's Blog
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...


The DOL’s Game Changer
- Mar 18, 2016

This post contains some of my thoughts regarding the Department of Labor's new fiduciary standard, which has been hotly debated and is expected to have a major impact on the variable annuity business...


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