Weekly Commentary
Reviewing Variable Insurance Fund Filings from January, 2019
- Feb 13, 2019

In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw many changes to fund platforms...


Further Thoughts About Variable Annuity Benefits With Rate Sheets
- Feb 07, 2019

This will be a brief follow-up to our last commentary in which we’ll discuss variable annuity guaranteed living benefits (GLBs) that incorporate rate sheets which allow insurers to change benefit elements periodically for new sales...


Concerning New VAs Filed by Ameriprise – With Rider Rate Sheets
- Jan 28, 2019

This week we’ll discuss new variable annuities registered recently by Ameriprise Financial all of which include updates to existing guaranteed living benefits that, for the first time, will have features that may be set by the company periodically via rate sheet...


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Featured Research
Update: Notable VA Product Changes in 2018
- Jan 12, 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2018; in it there are 96 moves insurers made throughout the year...


Update: Summaries of New VA Contracts Filed with the SEC in 2018
- Jan 12, 2019

This is our final update to our table containing summaries of new VA contracts registered with the SEC in 2018. We counted 24 new products registered during the year...


Update: New Guaranteed Lifetime Withdrawal Benefits Filed with the SE...
- Jan 12, 2019

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2018; we counted 15 new riders filed during that year...


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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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