Weekly Commentary
Notes From the VA Contract Pipeline – And Some New Rider Filings
- Jun 21, 2019

In this report we’ll get caught up with recent developments along the variable annuity product pipeline and touch on pre-effective amendments to new contracts that have launched or will soon, as well as some new guaranteed living benefits...


Reviewing Variable Insurance Fund Filings from May, 2019
- Jun 13, 2019

This commentary will be our customary look back at noteworthy variable insurance fund filings from the prior month. In May we did not see any new fund registrations, rather we found most activity centered around changes to sub-advisory agreements...


Random Thoughts Regarding 1Q19 Results for the VA Business
- Jun 05, 2019

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of 2019, especially if stock market volatility remains intense...


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Featured Research
New Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Bene...
- Apr 12, 2019

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 10 riders...


New Coverage: Summaries of New VA Contracts Filed With the SEC in 2019
- Mar 28, 2019

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


Update: Variable Insurance Volatility-Managed Portfolios
- Mar 20, 2019

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2018. By our count, at the end of the year there were 207 such portfolios in operation, containing $254 billion in assets...


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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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