subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Defined Outcome Portfolios
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Reviewing Variable Insurance Fund Filings from October, 2024

Variable portfolio filing activity picked up in October as there were multiple registrations, some of them connected to large-scale reorganizations that have been a trend in the industry of late…

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter of 2024. At quarter’s end we counted 23 portfolios in operation which held $423.5 million in assets…

An Update on Variable Defined Outcome Portfolios Through 2Q24

We are overdue in providing our subscribers with perspective on variable defined outcome portfolios, therefore in this report we will do so, citing data we have compiled from regulatory filings…

Reviewing Variable Insurance Fund Filings from September, 2024

In September we saw an interesting mix of new variable portfolio registrations, a good deal of managerial replacements and other changes, some of which will take effect next year…

Reviewing Variable Insurance Fund Filings from August, 2024

August was quite an active month on the variable fund front: in addition to some new registrations we saw a host of changes from some major insurers, some of whom are conducting large-scale consolidations…

Reviewing Variable Insurance Fund Filings from July, 2024

In July we saw a few variable portfolio registrations come through, but as usual, most developments from filings were related to changes and modifications to investment platforms…

Reviewing Variable Insurance Fund Filings from June, 2024

Last month, variable fund filing activity was rather slow but that is typical of the summer months. There were some new registrations but those were of funds that will be used in a reorganization…

Reviewing Variable Insurance Fund Filings from May, 2024

In May, variable fund filing activity picked up nicely, with some interesting new registrations which we don’t expect to see this time of year. As usual there were various updates to existing offerings: managerial changes,...

Reviewing Variable Insurance Fund Filings from April, 2024

April was a slow month for variable fund filings so in this report, in addition to our coverage of notable developments on that front, we will also touch briefly on new strategies recently introduced by...