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
Variable funds
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 July, 2026

We found the month of July rather active in terms of variable fund filing activity; we identified new registrations, instances of insurers reworking their investment platforms and some interesting things in the offing, involving managerial...

Reviewing Variable Insurance Fund Filings from June, 2026

In June we saw a substantial amount of variable fund filing activity, much of it having to do with managerial changes, although we did see a few developments related to portfolios that are still in...

Reviewing Variable Insurance Fund Filings from May, 2026

Fund filing activity in May was about what we expected given conditions in the variable annuity space, namely a good deal of changes to investment strategies, as well as fund reorganizations…

Reviewing Variable Insurance Fund Filings from March, 2026

Variable fund filing activity in March was moderate in our view. As usual, in this report we will provide coverage of noteworthy developments during that month, which included the registration of a new variable insurance...

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…

Reviewing Variable Insurance Fund Filings from December, 2025

In December, we saw a bumper crop of variable fund filings come through, ranging from new registrations to large-scale reworking of insurer investment platforms…

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…