Weekly Commentary
Reviewing Variable Insurance Fund Filings from September, 2018
- Oct 12, 2018

In this commentary we’ll provide our usual review of fund-related filings from last month as well as an update on trends in variable managed-volatility portfolios through the first half of the year...


Digging into Some Noteworthy Variable Annuity Product Filings
- Oct 02, 2018

In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them...


Reflecting on Ohio National’s Decision to Depart the Annuity Business
- Sep 25, 2018

It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean for other players...


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Featured Research
Update: Variable Insurance Volatility-Managed Portfolios
- Oct 12, 2018

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the second quarter. By our count, at the end of Q2 there were 203 such portfolios in operation, containing $277 billion in assets...


Update: New Guaranteed Lifetime Withdrawal Benefits Filed with the SE...
- Sep 25, 2018

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 nine riders...


Update: Summaries of New VA Contracts Filed with the SEC in 2018
- Sep 14, 2018

This table updates our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of 18 new products...


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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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