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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.
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Reviewing Variable Insurance Fund Filings from February, 2026

Variable fund filing activity in February is usually pretty active as industry players prepare for the May prospectus update season. This time around we saw one new registration along with an interesting batch of managerial...

Notes on Recently-Filed Living Benefits and Related Matters

In this report we’ll cover some interesting new guaranteed living benefits filed recently, one on a traditional variable annuity the other on a registered index-linked annuity (RILA) and also cover a few other filings of...

Reviewing Variable Insurance Fund Filings from May, 2025

In May, the rate of variable fund filing activity was rather moderate, which is to be expected given the season, and the fact that most new offerings for the year have already been registered and...

Reviewing Variable Insurance Fund Filings from March, 2024

In March we saw some new variable portfolio registrations, however most filing activity had to do with managerial changes and other alterations to existing offerings…

Reviewing Variable Insurance Fund Filings from June, 2023

In our view, June was a rather slow month in terms of variable fund filing activity: we saw no new registrations, but there were some interesting changes of various types, along with the usual run...

Reviewing Variable Insurance Fund Filings from April, 2023

This commentary contains our coverage of noteworthy variable fund news from April, a time which was relatively slow in terms of filing activity, although there were a few significant developments…

Reviewing Variable Insurance Fund Filings from January, 2023

As was the case the previous month, January activity on the variable fund front was rather brisk, as there were a number of new registrations, several in the bond category. There were also plenty of...

Reviewing Variable Insurance Fund Filings from November, 2022

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

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…