Weekly Commentary
Covering a Very Active VA Product Pipeline of the Past Few Months
- Feb 23, 2021

Since the annuity industry has been facing stiff headwinds of late, due to the COVID-19 crisis, market volatility and historically low interest rates, one might not expect the brisk level of activity we have been seeing along the product pipeline since the start of the year...


Reviewing Variable Insurance Fund Filings from January, 2021
- Feb 08, 2021

Last month we saw plenty of evidence that emerging fund types that have gained traction on the retail side – namely defined outcome portfolios and those that pursue environmental, social and governance (ESG) investing – will be entering the variable space in greater numbers this year...


Notes on New Registered Index-Linked Annuities – and Related Issues
- Feb 01, 2021

It wasn’t that long ago that we discussed trends in registered index-linked annuities (RILAs), however we now feel we must do so again, since several new ones were filed with the SEC recently. This, we think, confirms our feeling that these products will be a major focal point of industry activity in 2021...


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Featured Research
Update: Summaries of Registered Index-Linked Annuities (RILAs)
- Feb 01, 2021

This table updates our coverage of registered index-linked annuities (RILAs), also known at times as structured annuities; it contains summaries of products currently for sale and new registrations from 2020 and early 2021...


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)...


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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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