Weekly Commentary
Reviewing Variable Insurance Fund Filings from October, 2020
- Nov 17, 2020

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent months on the retail side. In this report we’ll cover the new offerings and touch on other notable fund devel...


Jackson National Files New RILAs – and Other Recent Developments
- Nov 11, 2020

In this report we’ll discuss new registered index-linked annuities filed recently by Jackson National, currently the leader in variable annuity sales in the U.S., and one of the only major insurers not to offer such a product. We will also touch on some filings of rate sheets and product changes...


CDAs, GLWBs, Buyouts and More – a Mix of Filings from Fall, 2020
- Oct 23, 2020

Lately we have been of the opinion that insurers are in a predicament we have seen in years past, namely that while there remains great demand for annuities – especially those that can provide investors with downside protection – market volatility and low interest rates are making it ever more difficult for ...


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Featured Research
An Update on Variable Managed-Volatility Portfolios Through 2Q20
- Sep 19, 2020

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the second quarter there were 204 such portfolios in operation, containing nearly $259 billion in assets...


Update: Summaries of New VA Contracts Filed With the SEC in 2020
- Jul 15, 2020

This table updates our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 20 new products...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Jul 15, 2020

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 six riders...


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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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