Weekly Commentary
Change is in the Air: from Ohio National, American General, Lincoln
- May 25, 2018

In this report we’ll cover noteworthy variable annuity filings of recent weeks: another benefit exchange offer from Ohio National that looks much like one we wrote about last year, some guaranteed lifetime withdrawal benefit changes from American General and a new contract from Lincoln National...


Reviewing Variable Insurance Fund Filings from April, 2018
- May 17, 2018

This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity...


Some Stock-Traded Insurers Saw Year-over Year VA Sales Improvement in...
- May 10, 2018

First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience...


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Featured Research
Update: Summaries of New Guaranteed Lifetime Withdrawal Benefits File...
- Apr 02, 2018

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2017; we counted just five new riders filed during that year...


Update: Notable VA Product Changes in 2017
- Apr 02, 2018

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2017; in it there are 115 moves insurers made throughout the year...


Update: Variable Insurance Volatility-Managed Portfolios
- Mar 26, 2018

This is the final update to our spreadsheet of variable insurance volatility-managed portfolios for asset data from 2017. By our count, at the end of the year there were 210 such portfolios in operation, containing nearly $284 billion in assets...


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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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