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Research & Reports

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.

Reviewing Variable Insurance Fund Filings from August, 2022

During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…

Catching Up With Filings of Contracts, Benefits, Notable Changes

In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…

Reviewing Variable Insurance Fund Filings from July, 2022

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...

Notes on Annuity Filings and Launches of Recent Weeks

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

Reviewing Variable Insurance Fund Filings from June, 2022

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....

Reviewing Variable Insurance Fund Filings from April, 2022

In April we saw just a few new variable portfolio registrations and a rather mild degree of filings overall. Most filings in the month were related to changes to investment platforms…

Reviewing Variable Insurance Fund Filings from February, 2022

Last month we saw the continuation of two trends in the variable insurance funds that are gaining in momentum: the introduction of new defined outcome portfolios and the reworking of existing portfolios to incorporate environmental,...

Notes on Interesting New Annuity Products Filed in Early 2022

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

Reviewing Variable Insurance Fund Filings from December, 2021

In December we saw the continuation of a trend in variable funds that has been picking up steam – the emergence of Environmental, Social, and Corporate Governance (ESG) investing – because during the month there...