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
Reports
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

An Update on Variable Defined Outcome Portfolios Through 4Q25

In this commentary we’ll take the opportunity to get caught up with variable defined outcome portfolios, which have been declining in number steadily. Our intention is to conclude our coverage of them since we expect...

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...

Reviewing Variable Insurance Fund Filings from January, 2026

Variable fund filing activity last month was moderate – we identified no new registrations – but there was the usual run of managerial changes and reorganizations we have been used to seeing of late…

The Year 2025 in Review: Another Sales Record is In Sight

This will be our usual early evaluation of how the annuity industry performed over the past year, based upon what we know at present. As usual we will follow up with further thoughts when fourth...

Reviewing Variable Insurance Fund Filings from November, 2025

This report will contain our customary review of notable variable fund filings from November and provide a quick update on trends in defined outcome portfolios…

Reviewing Variable Insurance Fund Filings from October, 2025

We had another relatively light period of variable fund filing activity in October, typical for the time of year. Beyond some new registrations, of particular note was the closure of several defined outcome portfolios, continuing...

Reviewing Variable Insurance Fund Filings from September, 2025

Variable fund filing activity in September was moderate – we saw one new registration come through – other than that we saw the usual run of managerial changes and adjustments to fees and expenses…

Reviewing Variable Insurance Fund Filings from July, 2025

This July, the rate of variable fund filing activity was relatively lively in that we saw a new registration along with an interesting batch of changes…

Reviewing Variable Insurance Fund Filings from June, 2025

In June there was an uptick in variable fund filing activity: we saw numerous managerial changes implemented by fund platforms, along with some interesting exemptive order requests filed with the SEC…