Research & Reports

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...

We’re always on the lookout for real concrete data on variable annuity living benefits and to that end we’ve been combing through insurers’ quarterly financial supplements and statutory statements to extract whatever information is publicly...

This table commences our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that are currently available for sale in the industry…

This week we’re going to step away momentarily from our customary labors – sorting through contract and rider filings, categorizing them and summarizing them – to consider how the unique complexities of variable annuities have...

Even though there are many more lifetime withdrawal benefits on the variable annuity scene today, we maintain that Guaranteed Minimum Income Benefits (GMIBs), due to their unique attributes, are still highly valued by financial advisors,...

For the month August, we conducted our regular “rummage” through SEC filings related to variable insurance funds and found a large and diverse group of documents, many of them centering on mergers and consolidations, sub-advisory...

At The Soleares Report we’re resolved to remain on top of the latest variable annuity features and benefits, but the task certainly isn’t easy. Indeed, if we were to focus only on tracking lifetime withdrawal...

Just as was the case last year, this July there weren’t many new variable funds registered – this time there were only three target maturity funds-of-funds (F-of-Fs) – but there were still plenty of adjustments...

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...